Exencial Wealth Advisors
Accountant
Why pick this one
Exencial Wealth Advisors has been providing comprehensive wealth management services for 20 years, with a focus on integrated financial strategies.
Best for
- business owners seeking strategic financial guidance
- pre-retirees planning for financial freedom
- individuals with complex financial portfolios
Look elsewhere if
- simple tax preparation without comprehensive services
- clients with minimal investable assets
Specialties
- tax planning
- estate planning
- financial planning
- investment management
Certifications
- CPA
- CFP
- CFA
What makes them different
- E3 process of Evaluate, Execute, and Evolve
- comprehensive fiduciary duties
- integrated wealth management services
- team of CPAs and CFPs
- 5.9 billion AUM
- Years in business
- 20
Distilled from this business's own website.
Contact & Location
- Address
- 13801 Reese Blvd Ste 155, Huntersville, NC 28078
- Phone
- 7047660574
- Website
- https://exencialwealth.com/
Services
- wealth management
- tax preparation
- financial consulting