Adolphus Dunn - Ameriprise Financial Advisor

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.

With the safety of investors’ income and principal in mind, the Fixed Income Fund generates consistent and stable income by issuing or purchasing mortgage and trust deed loans according to strict underwriting criteria with a maximum Loan-to-Value ratio of 70 percent.

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