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Exencial Wealth Advisors
- Financial Services
- Oklahoma City, OK
About this business
We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively 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 importa... read more
Location details
9108 N Kelley Ave, Oklahoma City, OK, 73131, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been very pleased with the team at Exencial, especially Pete Hunt. I'm not only a client of this company, I also am a research supplier to the firm -- and both have worked out very nicely. Always professional!
Exencial Wealth Advisors is such an incredible company! They really care for their clients, and go above and beyond to assist them!
great firm. I often connect with Caleb Dillard who is one of the best in the business. Have known him for many years.
great firm. I often connect with Caleb Dillard who is one of the best in the business. Have known him for many years.
Frequently asked questions about Exencial Wealth Advisors
How is Exencial Wealth Advisors rated?
Exencial Wealth Advisors has a 4.3 star rating with 6 reviews.
When is Exencial Wealth Advisors open?
Exencial Wealth Advisors is open now. It will close at 5:00 p.m.
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