Exencial Wealth Advisors completed the acquisition of Shoreline Financial Advisors.

Exencial Wealth Advisors, an independent wealth management firm, completed the acquisition of Shoreline Financial Advisors, a wealth management firm. Financial terms were not disclosed. “We were looking for a strategic partner with strong cultural alignment, and Shoreline fit that bill perfectly. Brendan and Patrick are driven by the same values we have held dear since our founding: integrity above all else and a dedication to providing enduring value to those they serve,” John Burns, Exencial CEO.