Exencial Wealth Advisors

Details:

Details about Exencial Wealth Advisors

Exencial Wealth Advisors: Aligning your financial goals with expert advice. Customized portfolios, tax, and planning services for a holistic approach.

Phone

405-478-1971

Employees:

Employees at Exencial Wealth Advisors

Julie Cavanaugh

Operations Specialist at Exencial Wealth Advisors

Jacob Downing

Wealth Advisor at Exencial Wealth Advisors

Tim Courtney

Exencial Wealth Advisors

Taylor Gill

Relationship Manager at Exencial Wealth Advisors

Christine Blumenthal

Relationship Manager at Exencial Wealth Advisors

Joy Parduhn

Managing Director, Advisory Operations at Exencial Wealth Advisors

Christian Patterson

Wealth Advisor at Exencial Wealth Advisors

Murphy Burns

Business Development at Exencial Wealth Advisors

Kristin Carlton

Partner - Senior Wealth Advisor at Exencial Wealth Advisors

Craig Wezenski

Partner & Director of Business Development at Exencial Wealth Advisors

Barak Federman

Investment Banking Associate at Exencial Wealth Advisors

Monica Sipes

Partner and Senior Wealth Advisor at Exencial Wealth Advisors