Shoreline Financial Advisors is now Exencial Wealth Advisors of Connecticut.
In the 1st quarter of 2023, Shoreline joined forces with Exencial Wealth Advisors, LLC. This strategic partnership concludes a multi-year search to find a firm that shares the cultural values and business philosophy that has uniquely positioned Shoreline in the wealth management arena as a steadfast fiduciary to its clients.
The Guilford office remains unchanged with Brendan and Patrick becoming partners in Exencial and Christine and Abigail continuing to service the needs of our clients and support continued growth.
Exencial Wealth Advisors, as a fiduciary, is an independent registered investment advisory firm offering fee-only, objective financial planning, investment management and tax planning counsel. They serve high net worth clients including senior corporate executives, entrepreneurs, and professionals, as well as institutions, foundations and trusts. The firm strives to be a source of enduring value to clients by providing independent, unbiased and thoughtful recommendations based on their needs and objectives.
Combined, they will service $4 billion in assets across 10 states. In addition to the Guilford office, Exencial operates in Connecticut from their Old Lyme office.