Erin Richardson

Relationship Manager at Exencial Wealth Advisors - Oklahoma City, OK, US

Erin Richardson's Colleagues at Exencial Wealth Advisors
Jared Snider

Partner & Sr. Wealth Advisor

Contact Jared Snider

Ben Courtney

Investment Analyst

Contact Ben Courtney

Jim Bailey

Senior Wealth Advisor and Portfolio Manager

Contact Jim Bailey

Kyle Hafstad

Estate Planning Advisor

Contact Kyle Hafstad

Amy Sewell

Tax Manager

Contact Amy Sewell

Shelby Whitmore

Senior Accountant

Contact Shelby Whitmore

Bryce Harrison

Wealth Advisor

Contact Bryce Harrison

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Erin Richardson's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Oklahoma City, Oklahoma, United States
Company
Exencial Wealth Advisors
Erin Richardson's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Exencial Wealth Advisors
Frequently Asked Questions about Erin Richardson
Erin Richardson currently works for Exencial Wealth Advisors.
Erin Richardson's role at Exencial Wealth Advisors is Relationship Manager.
Erin Richardson's email address is ***@exencialwealth.com. To view Erin Richardson's full email address, please signup to ConnectPlex.
Erin Richardson works in the Financial Services industry.
Erin Richardson's colleagues at Exencial Wealth Advisors are Jared Snider, Ben Courtney, Jim Bailey, Kyle Hafstad, Amy Sewell, Shelby Whitmore, Bryce Harrison and others.
Erin Richardson's phone number is 405-478-1971
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