Exencial Wealth Advisors is an independent registered investment advisory firm headquartered in Oklahoma City, OK, led by CEO John Burns. The firm is committed to providing independent, unbiased, and thoughtful recommendations that deliver enduring value to its clients.

Willingdon Wealth Management is an independent RIA headquartered in North Carolina, with satellite offices in Connecticut, Ohio, and California, led by Founder and President Mike Kayes. The firm offers investment management, holistic financial planning, estate planning, trustee services, and charitable giving guidance, and manages approximately $800 million in assets.

Republic Capital Group served as the exclusive advisor to Exencial Wealth Advisors on its acquisition of Willingdon Wealth Management.