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Exencial Wealth Advisors Overview
Type
Multi Family Office
Year Founded
2003
General Information
Exencial Wealth Advisors is a multi-family office headquartered in Oklahoma City. Founded in 2003 by investment advisor John F. Burns after building his practice advising senior corporate executives, its wealth originated from fee-based investment management rather than a single operating business. The firm integrates tax planning, financial planning and discretionary portfolio management for entrepreneurial and executive families—allocating capital across public markets, private investments and tailored planning mandates.
Contact Information
Website:
https://www.exencialwealth.com
Year Founded:
2003
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Oklahoma City, OK, United States
Portfolio & Notable Allocations
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