HQ Function

Serves as the central hub for strategic decision-making, client service operations, investment research, compliance, and administrative functions for the firm's national presence.

Notable Features:

Modern office facilities designed to support a collaborative work environment and provide a professional setting for client meetings and wealth management services.

Work Culture:

The work culture at Exencial Wealth Advisors emphasizes professionalism, integrity, client-first service, and teamwork. Employees are encouraged to pursue continuous learning and development in the financial advisory field.

HQ Significance:

The Oklahoma City headquarters is pivotal for coordinating operations across all its branches, ensuring consistent service quality, and driving the firm's strategic growth initiatives.

Values Reflected in HQ: The headquarters' professional environment reflects the firm's core values of trust, transparency, and excellence in financial guidance.

Location:

Exencial Wealth Advisors primarily operates within the United States, with multiple offices across various states. While their direct physical presence is domestic, they may support U.S. clients with international financial interests or assets by working with global custodians and leveraging international investment platforms. Their core services are focused on U.S. wealth management and financial planning regulations and markets.

Street Address:

14201 N. May Ave., Suite 201

City:

Oklahoma City

State/Province:

OK

Country:

USA