A complete list of active advisors currently associated with Exencial Wealth Advisors

Warmer can help you find a great advisor at Exencial Wealth Advisors or one who fits your needs even better.

Exencial Wealth Advisors serves individual investors (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, corporations, non-profits and municipalities, delivering wealth management, financial planning/consulting, 401(k)/retirement plan fiduciary services, and executive services. The firm manages client assets on a discretionary basis using household-level fee arrangements and also provides standalone financial planning, tax preparation through CPAs, and plan-level fiduciary work for ERISA plans. The firm follows a planning-first, asset-allocation driven approach that uses fundamental analysis to construct customized portfolios from in-house strategies and, where appropriate, Separate Account Managers (SAMs). Exencial offers multiple model portfolios and a range of strategies — including a Marketwide Equity Factor strategy, thematic and hedged equity approaches, options overlays, and access to private funds for qualifying clients — and monitors and rebalances accounts with periodic client reviews. Distinctive features disclosed in the brochure include a strategic partnership with First United Bank and Trust Company, under which First United held a minority ownership interest (approximately 12% as of year‑end 2025) and a board role, giving Exencial access to banking and trust services while creating disclosed conflicts of interest and client choice protections. The firm also notes experience with municipal and governmental clients and participates in sub-adviser, SMA/model programs and third‑party referral platforms (for example, Fidelity WAS and SEI Pathfinder), arrangements the brochure identifies and explains along with related conflicts and disclosures.

To learn more about the advisors currently working at Exencial Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.