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246 Goose Ln, Ste 201 Guilford, CT | 83 Halls Rd, Ste 205 Old Lyme CT
Our Professionals
Meet the Team

Meet The Team

We like numbers but, when you meet the team at Exencial Wealth Advisors of CT, formally Shoreline Financial Advisors, you won't feel like one.  Since you will be sharing your financial information with your advisor, we know that trust is very important.  We have a considerable amount of experience in finance, accounting, taxes and planning.  Plus, we have respected credentials, such as the CFA, CPA, and CFP.  We are ready when you are.