EXENCIAL WEALTH ADVISORS

  • Financial Advisory Services
5000 Legacy Drive, Suite 180
Plano, TX 75024
(972) 985-7162
(800) 397-9176
(972) 781-1338 (fax)
Hours:
We are open from 8:00a.m. - 5:00p.m. Monday through Friday and by appointment.
  • About

    Our goal at Investors Asset Management, Inc. (IAM) is to provide a focused approach for comprehensive and dedicated financial planning while investing in ethically sound companies for long-term client sustainability. Our professional investment management is IAM's signature service. Using a carefully researched list of ethically sound companies and investments, the IAM Investment Team establishes high-quality, well-diversified investment portfolios for its clients. IAM is fully committed to helping each client achieve and sustain financial independence.. We spend quality time discovering and understanding a client's needs, often uncovering some the client had not yet identified. Using sound expertise and the latest technology, the IAM Investment Team develops customized solutions that enable clients to realize their financial goals.

  • Whom to Contact

    • Richard C. Erwin
      Senior Analyst/Portfolio Manager
      Phone: (972) 985-7162
    • Lisa Hamilton
      Office Administrator
      Phone: (972) 985-7162
    • Dodie La Piana
      Relationship Manager
      Phone: (972) 985-7162
    • Joy Parduhn
      Chief Operations Officer & Chief Compliance Officer
      Phone: (405) 478-1971
    • Andy Sayers
      Wealth Manager
      Phone: (972) 985-7162
    • Monica Sipes
      Wealth Advisor
      Phone: (214) 473-9200
    • Dave Totah
      Associate Wealth Advisor
      Phone: (972) 985-7162
  • Directions

    We are at the corner of Preston and Legacy.


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