Exencial is a leading independent wealth management firm.

We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.

We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.

Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Investment Management

Exencial Wealth Advisors

Tim Courtney

Randy Farina

Michael Conerly

Derek Northup

Benjamin Courtney

Spencer Noble

Jean - Bernard Burckett - St. Laurent

Dustin Schuetz

Chris Meeks

Amy Sewell

Steven Hamilton

Craig Wezenski

Caleb Stinson

The Client Relationship Management team at Exencial Wealth Advisors is dedicated to fostering strong, personalized connections with clients, ensuring their financial goals and aspirations are met. This team focuses on understanding each client's unique circumstances, providing tailored support throughout the wealth management process, and delivering exceptional service to enhance overall client satisfaction and loyalty.

Client Relationship Management

Tax and Financial Services

Investment and Trading Team

Client Relationship Management

About

Team members

Other teams at Exencial Wealth Advisors

Tax and Financial Services

Investment and Trading Team