Exencial Wealth Advisors
Accountant
Why pick this one
Exencial Wealth Advisors has been in business for 20 years and manages $5.9 billion in assets, providing expert tax and financial planning services.
Best for
- high-net-worth individuals
- business owners seeking strategic financial guidance
- executives optimizing wealth during peak earning years
Look elsewhere if
- budget-sensitive clients
- those seeking basic accounting services without integrated financial planning
Specialties
- tax preparation services
- estate planning
- financial planning
Certifications
- CPA
- CFP
- CFA
What makes them different
- They employ experienced team members including CPAs and CFPs.
- Their E3 process ensures collaboration in evaluating, executing, and evolving financial plans.
- They have $5.9 billion in assets under management.
- They are fiduciary advisors, legally obligated to prioritize clients' interests.
- They offer a comprehensive integrated service platform that coordinates different areas of financial management.
- Years in business
- 20
Distilled from this business's own website.
Contact & Location
- Address
- 13801 Reese Blvd Ste 155, Huntersville, NC 28078
- Phone
- 7046597810
- Website
- https://exencialwealth.com/
Services
- wealth management
- investment management
- tax and accounting