Independent wealth management firm Exencial Wealth Advisors (Exencial) has completed the acquisition of Willingdon Wealth Management (Willingdon).The transaction expands Exencial’s national footprint and supplements the firm’s service offering in areas such as customised investment management, holistic financial planning, trustee services and charitable giving. As a result of the deal, Exencial gains $800 million in assets under management as well as 15 new employees, including five CFA charterholders.
“We look forward to entering this next phase of the firm’s growth with the addition of Willingdon’s deep investment expertise and talent,” says John Burns, CEO of Exencial. “More importantly, the team further supports Exencial’s guiding principles, including a dedication to collaboration, transparency and superior client service. We are confident this partnership will only enhance our client experience and ensure the continuity of our business for years to come.”