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    Exencial Wealth Advisors

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    Description

    • 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 banks, insurance companies and Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencials services include all facets of wealth management such as 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 resort to panic.
    • location

      Headquarters:9108 North Kelley Ave , Oklahoma City, Oklahoma, United States

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    • Exencial Wealth Advisors phone

      Phone Number: +1 405-478-1971

    • Exencial Wealth Advisors website

      Website: https://www.exencialwealth.com

    • Exencial Wealth Advisors employees

      Employees:56

    • Exencial Wealth Advisors revenue

      Revenue:$1 - 10M

    • Exencial Wealth Advisors legal name

      Legal Name:Exencial Wealth Advisors

    • Exencial Wealth Advisors's Social Media

      Exencial Wealth Advisors linkedin Exencial Wealth Advisors facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Exencial Wealth Advisors

    John Burns

    Co-Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Tim Courtney

    Chief Investment Officer

    Suzanne Fitzgerald

    President, Executive Counseling

    Caleb Dillard

    Chief Operations Officer

    Derek Northup

    Chief Financial Officer And Tax Director

    Lssgb Marshall Welke

    Chief Compliance Officer

    Frequently Asked Questions regarding Exencial Wealth Advisors

    • Where are Exencial Wealth Advisors's Headquarters?

      Exencial Wealth Advisors's Headquarters are in 9108 North Kelley Ave ,Oklahoma City,Oklahoma,United States

    • What is Exencial Wealth Advisors's phone number?

      Exencial Wealth Advisors's phone number is +1 405-478-1971

    • What is Exencial Wealth Advisors's official website?

      Exencial Wealth Advisors's official website is https://www.exencialwealth.com

    • What is Exencial Wealth Advisors's Revenue?

      Exencial Wealth Advisors's revenue is $1 - 10M

    • What is Exencial Wealth Advisors's NAICS code?

      Exencial Wealth Advisors's NAICS code is 523930

    • How many employees are working in Exencial Wealth Advisors

      Exencial Wealth Advisors has 56 employees

    • What is Exencial Wealth Advisors's Industry?

      Exencial Wealth Advisors is in the industry of Financial Services

    • Who is Exencial Wealth Advisors's CEO?

      Exencial Wealth Advisors's CEO is John Burns

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