Merged Dallas, OKC firms rename, to expand regional footprint
Burns Advisory and Executive Financial are in final stages of integration after adopting a new name
Two RIA firms that merged last September have adopted a new name as they seek to expand their presence in the region.
Oklahoma City-based Burns Advisory Group and Dallas-based Executive Financial Group will now be named Exencial Wealth Advisors.
With a handful of RIA firms like United Capital Financ
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