Willingdon Wealth Management has merged w/ Exencial Wealth Advisors June 2020 Email Format

Financial ServicesNorth Carolina, United States2-10 Employees

Willingdon Wealth Management operates in the financial services sector as a registered investment advisor. The firm emphasizes fiduciary responsibility, aiming to align its clients’ interests with investment choices while offering ongoing, proactive relationship management and personalized investment management for high net worth individuals and business owners. Clients’ assets are held with major custodians, providing third-party oversight and broad investment options without explicit restrictions on strategy.Based in Huntersville, North Carolina, the firm positions itself around long-term relationships, personalized service, and peace of mind for clients through custodial partnerships with Fidelity Investments and Charles Schwab.

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