The new name is known to signify a company identity rooted in the founding firms’ shared client-centered philosophies.
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Exencial will continue to provide senior corporate executives, entrepreneurs, families and institutions objective analysis and recommendations based on clients’ particular financial needs and goals.
The firm will also employ a proactive investment committee, proven asset management process and a specialist team dedicated to solving the financial issues confronted by executives seeking to grow their wealth or transition into retirement.
John Burns, principal of Exencial Wealth Advisors remarked "As our breadth of services continues to expand, the new name reflects our commitment to meet each client’s specific needs and embodies who we are as a team of independent, unbiased and thoughtful wealth managers."
Currently, the merged entity has a major presence in the South Central US, with offices in Oklahoma City and Dallas, as well as an East Coast location in Southern Connecticut.
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