Provider Membership
Exencial Wealth Advisors Owner verified
13801 Reese Boulevard, Suite 155 Huntersville, NC, 28078Last time updated: 8/19/25, 9:08 AM
About
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.
Images
Derrick Longo, MBA, Wealth Advisors at Exencial Wealth Advisors in Huntersville, North Carolina.
Pete Trontis, CFA Charterholder, Senior Portfolio Manager at Exencial Wealth Advisors in the Huntersville, North Carolina Office.
Spencer Noble, Trading Team Manager at Exencial Wealth Advisors, based out of the Huntersville, North Carolina office
Jeff Hibbeler, CFA Charterholder, Director of Portfolio Management and Senior Portfoilo Manager at Exencial Wealth Advisors in Huntersville, North Carolina
Karen Boschert, Wealth Advisors at Exencial Wealth Advisors in Huntersville, North Carolina
James 'Jim' Bailey, Senior Wealth Advisor at Exencial Wealth Advisors in Huntersville, North Carolina
Kaye Tahiliani, Senior Wealth Advisor at Exencial Wealth Advisors in Huntersville, North Carolina
Jason Brown, MBA, Senior Wealth Advisor at Exencial Wealth Advisors in Huntersville, North Carolina
The lobby of the Exencial Wealth Advisors Huntersville, North Carolina office features a welcoming atmosphere with comfortable seating and a prominently displayed company logo.
The lobby of the Exencial Wealth Advisors Huntersville, North Carolina office features a welcoming atmosphere with comfortable seating and a prominently displayed company logo.
Frequently Asked Questions
Which days is Exencial Wealth Advisors open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
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