Exencial Wealth Advisors

Shoreline Financial Advisors is a professional services firm specializing in personalized wealth management for individuals and small businesses. They offer comprehensive financial solutions including investment portfolio management, retirement plan services, trust administration, endowment management, and holistic financial planning encompassing insurance, taxes, and risk assessment strategies tailored to each client's unique objectives.

Willingdon Wealth Management Inc. is an employee-owned investment management firm established in 2003, with headquarters in Huntersville, North Carolina, and additional offices in Connecticut, Ohio, and California. The firm primarily serves individuals, including high net worth clients, as well as institutions such as banks, pension plans, charitable organizations, and corporate entities. Willingdon offers tailored investment management and financial planning services, focusing on the management of equity and fixed income portfolios. The firm employs a blend of fundamental, qualitative, quantitative, and top-down analysis to invest in growth and value stocks across small-cap, mid-cap, and large-cap companies in the U.S. markets. To enhance its investment strategies, Willingdon utilizes both in-house and external research resources. As of June 2020, it operates as a subsidiary of Exencial Wealth Advisors.

Netting & Pace, established in 1986 and based in San Antonio, Texas, is a fee-only wealth management firm offering comprehensive services to individuals and families. These services include tax planning and compliance, estate planning, retirement planning, investment planning, personal financial planning, and business planning. The firm, with a 40-year history, is known for its independence, commitment, transparency, and trust in managing clients' financial resources.