Exencial Wealth Advisors

Financial Consultant

(972) 985-7162

3930 Dallas Pkwy #450 Plano, TX 75093

exencialwealth.com

Closed Today

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.

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Hours of Operation

Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed Closed
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

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