Brendan Smith

Partner - Senior Wealth Advisor

Role: Partner, Senior Wealth Advisor at Exencial Wealth Advisors
Location: Guilford, CT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Partner, Senior Wealth Advisor
Exencial Wealth Advisors
Feb 2023 — Present · Guilford, CT, US

Education

Bentley University
MS, Tax and Financial Planning
1989 — 1991
Boston College
BS, Business
1979 — 1983

Contact information

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Work email
•••••@exencialwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Exencial Wealth Advisors

Financial Services · 65 employees · Founded 2003 · Oklahoma City, Oklahoma, United States

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. Effective March 31, 2026, Exencial Wealth Advisors joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at

exencialwealth.com

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Experience

Partner, Senior Wealth Advisor

Education

Bentley University

Boston College

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