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Exencial Wealth Advisors

Get Directions | 405-478-1971 | exencialwealth.com/

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Exencial Wealth Advisors


9108 N Kelley Ave,

Oklahoma City, OK 73131

  • Phone: 405-478-1971
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

08:00 am 05:00 pm
08:00 am 05:00 pm
08:00 am 05:00 pm
08:00 am 05:00 pm

Categories

Money, Financial planning consultants, Financial planners certified, Investment advisory service

Service Areas

Oklahoma City, OK;

Location

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