Burns Advisory Group and Executive Financial Group, independent wealth managers that merged operations in fall 2011, will transition to the new name Exencial Wealth Advisors. Exencial provides senior corporate executives, entrepreneurs, families and institutions objective analysis and recommendations based on the clients' particular financial needs and goals. The unified firm now has offices in Oklahoma City and Dallas, as well as an east coast location in Old Lyme, Conn.
Exencial Wealth Advisors offers fee-only, objective financial planning, investment management and tax planning counsel to senior corporate executives, entrepreneurs, their families and institutions.
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