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246 Goose Ln, Ste 201 Guilford, CT | 83 Halls Rd, Ste 205 Old Lyme CT
What Make Us Unique
About Our Firm
A Financial Advisor With Experience and Vision
Registered Investment Advisor

Exencial Wealth Advisors of CT, formally Shoreline Financial Advisors, LLC (SFA) is an SEC registered investment adviser and is therefore a fiduciary in its RIA duties. Additionally, many advisors in the Guilford and Old Lyme offices have attained the designations of CFP or CFA which subject their membership to further fiduciary standards.

Is Being a Fiduciary Important?

Absolutely, it means we put your interests above ours.  This may seem obvious.  However, most “financial advisors” are not required to follow this standard. 

Sound Financial Planning

We will help you to develop and implement a sound financial plan.  Retirement, college planning, travel, or leaving a legacy, let us help you.  Our promise to you:

Our Mission
Our mission is to help you on your financial journey using the highest standard of fiduciary care, open communication, comprehensive financial planning, and evidenced-based investment strategies consistent with the latest financial research.
Our Core Values
Meet the Team

The team at Exencial Wealth Advisors of Connecticut, formally Shoreline Financial Advisors, likes numbers, but we won’t make you feel like one.  You’ll be sharing very personal financial information with us, so we know that trust is very important.  Combined, we have more than 85 years of experience in finance.  Plus, we have respected credentials, such as the CFA, CPA and CFP®.  Put our experience and knowledge to work for you.

We Put Your Interests First

The best time to plant a tree is twenty years ago. The second best time is now.

Fiduciary Advisor

As an independent Registered Investment Advisor (RIA), we do NOT sell proprietary products.  Further, there are no have sales quotas.  Also, you will not be sold bank products.  Lastly, you will not be charge commissions.  Our fees are completely transparent.

Independent and Objective

As an RIA, EWA of CT offers independent advice with no hidden charges, incentive structures, or third-party payments of any kind.  Ready to take the next step?  Let’s talk about how we can get you there. 

How Can We Help You?

As an RIA, we offer independent advice with no hidden charges, incentive structures, or third-party payments of any kind. Ready to take the next step? Let's talk about how we can help to get you there.