John Burns, CEO, Exencial Wealth Advisors met with Julie Cooling, Founder & CEO, RIA Channel to discuss his client-focused approach to the evolving wealth planning industry.
Burns, who joined the financial services sector straight after college, says that he recognized a “shift in the business.” From that time, “we’ve just evolved, clients are at the focus of everything we do,” explains Burns. With a client base made up of corporate executives and business owners, Burns feels that the firm’s responsiveness, service and integrated approach has fueled growth and client referrals.
Exencial Wealth, a fee-only firm, manages over $2 billion in assets and offers comprehensive wealth planning services such as tax, estate, and debt management.