Exencial Wealth Advisors is a fiduciary, fee-only registered investment advisor (RIA) dedicated to providing holistic financial guidance. The firm was founded as The Exencial Group in 2002 in Oklahoma City. A significant event in its history was the June 2020 merger with Willingdon Wealth Management, a North Carolina-based firm, which expanded its presence in the southeastern United States. Exencial's mission is to simplify the complexities of their clients' financial lives by integrating tax planning, financial planning, and investment management under one roof to deliver a coordinated and strategic approach to wealth management.

Founded in

United States