
Exencial Wealth Advisors
Business hours
Monday | 8:00am to 5:00pm |
Tuesday | 8:00am to 5:00pm |
Wednesday | 8:00am to 5:00pm |
Thursday | 8:00am to 5:00pm |
Friday | 8:00am to 5:00pm |
Saturday | - |
Sunday | - |
About us
Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.
Featured businesses
5700 NW 130th St, Suite 2, Oklahoma City, Oklahoma, 73142
(405) 608-9305
3121 Quail Springs Parkway, Suite 110, Oklahoma City, Oklahoma, 73134
(405) 546-4000
3121 Quail Springs Parkway, Suite 110, Oklahoma City, Oklahoma, 73134
(405) 546-4006
3121 Quail Springs Parkway, Suite 110, Oklahoma City, Oklahoma, 73134
(405) 546-4000
4801 Gaillardia Parkway, Suite 200, Oklahoma City, Oklahoma, 73142
(405) 960-4640