Exencial Wealth Advisors

Exencial Wealth Advisors company information, Employees & Contact Information

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.

Company Details

Employees
108
Founded
-
Address
9108 N. Kelley Avenue, Oklahoma City,ok (405) 478-1971,united States
Phone
(405)478-1971
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Oklahoma City.
HQ
Oklahoma City, OK
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News

$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources - Citywire

$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources Citywire

Exencial Wealth Advisors signs up $500 million firm - InvestmentNews

Exencial Wealth Advisors signs up $500 million firm InvestmentNews

Exencial Wealth Advisors Partners with First United Bank - Business Wire

Exencial Wealth Advisors Partners with First United Bank Business Wire

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