Exencial Wealth Advisors

At Exencial Wealth Advisors, we believe that aligning your financial goals with your money is the key to achieving your aspirations. That's why we deliver tailored financial advice and execution to clients across the United States. Our core philosophy is "Integrated beats fragmented, " which means we coordinate investment management with every other area of your financial picture, including planning, taxes, estate, and risk, to improve outcomes.

Our Approach

Our experienced team will guide you through each part of the process, whether it's your first time working with an advisor or your fiftieth. We take the time to understand your unique situation and develop a personalized plan that addresses your goals, whether you're a business owner, executive, or individual navigating life's changes.

Services

We offer a range of services to help you achieve your financial aspirations, including:

• Financial Planning: Our team of 9 CPAs and 10 CFPs crafts plans that address retirement planning, tax projections, and balance sheet preparation, among other areas.
• Investment Management: Our open architecture platform allows us to provide a range of investment options, from individual securities to institutional-quality private investments.
• Estate Planning: We help draft or interpret existing documents to ensure your estate plan aligns with your intentions.
• Tax Planning: Our team coordinates and executes income tax projections and tax return filing, simplifying your financial life.
• Tax and Accounting: We coordinate this service with investment management, financial planning, and estate planning to provide a seamless experience.

History

Exencial Wealth Advisors was founded in 2003 as Burns Wealth Management with $50 million in assets under management. Over the years, we have grown through strategic acquisitions and expanded our capabilities to serve individuals, businesses, and executives. Today, we manage over $3.2 billion in assets and have offices across the United States.

Accolades

We've been recognized for our services by reputable publications, including:

• Financial Times Top 300 RIA's
• Forbes - Fastest Growing RIA Firms over 10 years
• FA Magazine RIA 2019 Ranking
• Barron's Advisor Top 100 RIA Firms 2023

Get Started

To learn more about how Exencial Wealth Advisors can help you achieve your financial goals, explore our services, or contact us to schedule a consultation.