CT · Old Lyme

Fiduciary advisors in Old Lyme, CT

1 advisor with offices in Old Lyme. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Old Lyme

Exencial Wealth Advisors

Old Lyme, Connecticut

Investment Management Small Business Wealth Management

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.

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Financial advisors in Old Lyme, Connecticut

Advisors serving Old Lyme specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Connecticut's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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