EXENCIAL WEALTH ADVISORS
Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning, investment management and tax planning counsel to senior corporate executives, institutions, entrepreneurs and their families.
EXENCIAL WEALTH ADVISORS
Social Links:
Industry:
Advice Financial Services
Founded:
2012-01-01
Address:
Oklahoma City, Oklahoma, United States
Country:
United States
Website Url:
http://www.exencialwealth.com
Total Employee:
11+
Status:
Active
Contact:
(405)478-1971
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics Google Tag Manager WordPress Content Delivery Network Google Universal Analytics Font Awesome Domain Not Resolving
Similar Organizations
Waypoint Advisors
Waypoint Advisors is an independent registered investment advisory firm.
Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor that works to fulfill the financial aspirations of its clients.
WESCAP Management Group
WESCAP Management Group is an independent investment advisory firm offering investment management and financial planning services.
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2020-04-30 | Willingdon Wealth Management | Willingdon Wealth Management acquired by Exencial Wealth Advisors | N/A |
| 2016-04-12 | Netting & Pace, CPAs | Netting & Pace, CPAs acquired by Exencial Wealth Advisors | N/A |
Official Site Inspections
http://www.exencialwealth.com
- Host name: 199.60.103.106
- IP address: 199.60.103.106
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
More informations about "Exencial Wealth Advisors"
Frequently Asked Questions - Exencial Wealth
Find answers to common financial questions and learn how Exencial puts your interests first as fiduciary advisors. Contact us for expert guidance today!See details»
Exencial Wealth Advisors - LinkedIn
Exencial Wealth Advisors | 5,097 followers on LinkedIn. Exencial is a leading independent wealth management firm providing leadership to our clients. | Exencial is a leading independent …See details»
Exencial Wealth Advisors 2025 Company Profile: Valuation, …
Dec 19, 2023 Information on valuation, funding, acquisitions, investors, and executives for Exencial Wealth Advisors. Use the PitchBook Platform to explore the full profile.See details»
EXENCIAL WEALTH ADVISORS | Form ADV - Radient
Mar 25, 2025 Exencial Wealth Advisors, LLC is an SEC registered investment adviser majority owned by Burns Wealth Management, Inc. The firm offers wealth management, financial …See details»
Exencial - Overview, News & Similar companies | ZoomInfo.com
View Exencial (www.exencialwealth.com) location in Oklahoma, United States , revenue, industry and description. Find related and similar companies as well as employees by title and much …See details»
Exencial Wealth Advisors | Institution Profile | Private Equity ...
Exencial Wealth Advisors is a national Registered Investment Advisor (RIA) firm established in 2003. Exencial Wealth Advisors areas of focus include creating financial plans, managing …See details»
Financial Planning for Executives | Exencial Wealth Advisors
Maximize your executive earning years with Exencial Wealth Advisors. Our team of advisors will help you accumulate wealth and secure your financial future.See details»
Resources | Insights on market trends, financial planning, …
Jul 11, 2025 Exencial is a leading independent wealth management firm providing leadership to our clients in their quest for financial security.See details»
Exencial Wealth Advisors, LLC | Oklahoma City OK
Exencial Wealth Advisors, LLC, Oklahoma City. 812 likes · 6 were here. Exencial is a leading independent wealth management firm providing leadership to our clients.See details»
Exencial Wealth Advisors Review 2025
Feb 18, 2025 For our review of Exencial Wealth Advisors, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm.See details»
Exencial Wealth Advisors - Crunchbase Company …
Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning.See details»
Financial Planning for Business Owners - Exencial Wealth
BUSINESS OWNERS PREPARING YOU FOR WHATEVER COMES NEXT Whether your next step is a new phase of growth or it’s time to sell your business, our team of in-house experts is …See details»
Exencial Wealth Advisors - YouTube
We are privately owned and independent of the conflicts of interest associated with banks, insurance companies and Wall Street Brokerage firms. exencialwealth.com and 2 more linksSee details»
Exencial Company Profile | Management and Employees List
Exencial Profile and History Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of superior advice and execution. Since our genesis, we have …See details»
Exencial Wealth Advisors | Institution Profile | PERE
Exencial Wealth Advisors is a national Registered Investment Advisor (RIA) firm established in 2003. Exencial Wealth Advisors areas of focus include creating financial plans, managing …See details»
Exencial Wealth Advisors Review | SmartAsset.com
Jun 19, 2025 Interested in working with a financial advisor at Exencial Wealth Advisors? We explore the firm's fees, services, investment strategies and more.See details»
Exencial Wealth Advisors - Products, Competitors, Financials, …
Jul 5, 2025 Exencial Wealth Advisors is a Registered Investment Advisory firm focused on providing integrated financial advice and services in the wealth management sector. Use the …See details»
Exencial Wealth Advisors - Profiles & Contacts - Crunchbase
Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning.See details»
Exencial Wealth Advisors Named to Barron’s 2024 Top 100 RIA Firms
Sep 24, 2024 We are proud to announce that Exencial Wealth Advisors has been recognized as one of Barron’s Top 100 Registered Investment Advisory (RIA) firms for 2024. The Barron’s …See details»
Employee Spotlight: Andrea Elliott, Executive Assistant
Jan 10, 2025 Spotlighting Andrea Elliott, Executive Assistant at Exencial Wealth Advisors, sharing her journey, contributions, + dedication to the firm and her family.See details»