Company Overview
Company Name
Exencial Wealth Advisors
Address
5601 Granite Pkwy suite 110, Plano, TX, 75024, United States
Website
exencialwealth.comPhone
(972) 985-7162Employees
51
Established
2012
About Exencial Wealth Advisors
Exencial Wealth Advisors is a financial advisory firm based in Oklahoma City, Oklahoma, United States. The company provides customized portfolio management, tax planning, and holistic financial planning services to clients across the country, with a focus on integrating all aspects of their financial picture for optimal outcomes.
Frequently Asked Questions about Exencial Wealth Advisors
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Technologies Used
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Key Decision Makers
John Burns CEO
Alex Berney Partner | Chief Operating Officer
John Burns Founder and Co-Chief Executive Officer