EXENCIAL WEALTH ADVISORS
- Financial Advisory Services
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. ErwinSenior Analyst/Portfolio ManagerPhone: (972) 985-7162
- Lisa HamiltonOffice AdministratorPhone: (972) 985-7162
- Dodie La PianaRelationship ManagerPhone: (972) 985-7162
- Joy ParduhnChief Operations Officer & Chief Compliance OfficerPhone: (405) 478-1971
- Andy SayersWealth ManagerPhone: (972) 985-7162
- Monica SipesWealth AdvisorPhone: (214) 473-9200
- Dave TotahAssociate Wealth AdvisorPhone: (972) 985-7162
We are at the corner of Preston and Legacy.