EXENCIAL WEALTH ADVISORS*

EXENCIAL WEALTH ADVISORS*

Categories

Financial Advisory Services

About Us

About Us
Exencial is a leading independent wealth management firm providing leadership to our clients in their quest for financial security.
We are a Registered Investment Advisor (RIA). That means our loyalty is exclusive to our clients. We are privately owned and independent of the conflicts of interest associated with banks, insurance companies, and Wall Street Brokerage firms.

We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial’s services include all facets of wealth management such as financial planning, tax planning, portfolio management, and executive compensation and planning.

Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions, and leadership to act intelligently when others resort to panic.

Rep/Contact Info

D'Andre Allegra
Spend Life Wisely Ambassador
  • Phone: (469) 606-6210
Jeff Baty
Director of Wealth Management
  • Phone: (405) 478-1971
Murphy Burns
Business Development Officer
  • Phone: (469) 852-4834
Cydney Higgins
Marketing Manager
  • Phone: (903) 701-6966
Michelle Murphy
Relationship Manager
  • Phone: (469) 573-3825
Samuel J. Rice
Wealth Advisor
  • Phone: (469) 922-3471


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