Exencial Wealth Advisors

Old Lyme, Connecticut

5.0 (1 reviews)
Call (860) 434-5999 Visit website →

About

Exencial Wealth Advisors is a financial advisory firm in Old Lyme, Connecticut, offering financial planning, investment management, and wealth management services to business owners, corporate executives, pre-retirees, and individuals with complex portfolios. The firm uses an open-architecture investment platform and coordinates tax planning, income projections, and tax return filing alongside portfolio management and estate planning. Compensation is structured through asset-based management fees, one-time financial planning fees starting at $2,500, and separately priced tax preparation. The firm employs a three-step process—Evaluate, Execute, and Evolve—and serves clients with investable assets of $2 million or more.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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