Exencial Wealth Advisors

Services Offered

• financial planning
• tax planning
• estate planning
• risk management
• customized investment strategies

About

Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm based in Old Lyme, Connecticut. Founded in 2003, the firm provides a range of wealth management services led by experts with CPA, CFA, CFP®, and CIMA® credentials. Their offerings include financial planning, tax planning, estate planning, risk management, and customized investment strategies focusing on individual stocks, bonds, options, ETFs, and mutual funds. Exencial Wealth Advisors serves individuals seeking comprehensive financial guidance and tailored investment solutions.

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