About

At Xception, our CLIENTS are the Xception to the rule.

Most of our clients started from scratch and built their businesses into multi-million-dollar enterprises.  As a business grows there comes a tipping point where success grows rapidly in a short period of time.  Xception serves as a ‘general contractor’ with expertise across multiple areas and the ability to coordinate your entire financial life under a single umbrella through our direct services and our network of strategic partiers.

Business owners and entrepreneurs are very unique and have needs that differ from typical wealthy clients.  Different mindsets, decision making styles, planning issues, opportunities, and strategies apply to high-net worth business owners that simply do not apply to most individuals. Financial advisors whose experience is dedicated to non-entrepreneur families and individuals may not be suitable for a business owner. You need an advisor whose expertise and focus is dedicated to comprehensive guidance for entrepreneurs – business growth, succession, legacy, estate, investments, risk management.  This is the goal of Xception Advisory Group.