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 Investment and Trading Team at Exencial Wealth Advisors is responsible for developing and executing tailored investment strategies that align with clients' financial goals. This team conducts in-depth market analysis, manages diverse portfolios, and executes trades to optimize returns while minimizing risk. With a strong emphasis on research and data-driven decision-making, team members collaborate to provide clients with informed, transparent, and effective investment solutions.

Investment and Trading Team

Tax and Financial Services

Client Relationship Management

Investment and Trading Team

About

Team members

Other teams at Exencial Wealth Advisors

Tax and Financial Services

Client Relationship Management