Exencial Wealth Advisors

Exencial Wealth Advisors, located at 83 Halls Road in Old Lyme, Connecticut, is a finance institution that provides financial advice and execution to clients across the United States. Their core philosophy is "Integrated beats fragmented," believing that coordinating investment management with other areas of a client's financial picture such as planning, taxes, estate, and risk, leads to improved outcomes.

The institution offers customized portfolios, tax and accounting services, and a comprehensive E3 process that includes Evaluation, Execution, and Evolution as clients' needs change. Their team of 9 CPAs and 10 CFPs bring expertise in retirement planning, tax projections, and balance sheet preparation to create tailored financial plans.

Exencial Wealth Advisors is known for helping clients achieve their family, occupational, and recreational goals. They offer a range of tax planning services, including income tax projections, tax return filing, and estate planning coordination. Clients value their summaries and flow charts of their plans.

With multiple locations across the U.S., including Dallas, Austin, San Antonio, Charlotte, and more, Exencial Wealth Advisors is dedicated to guiding clients through their financial journey, whether it's their first time working with an advisor or not. They are a SEC Registered Investment Advisory Firm committed to delivering quality financial services to their clients.