Our Mission
To help successful entrepreneurs clarify their goals and execute coordinated strategies to optimize, enjoy, protect, and pass on their life's work.
Xception Advisory Group was founded in 2014 with the goal of offering a range of services tailored for successful, ultra-high-net-worth entrepreneurs seeking better coordination of their business, estate, financial and tax planning.
Our clients are the Xception to the rule.
Most of our clients are first generation entrepreneurs who built their business from scratch into successful and valuable enterprises. They have a broad wealth footprint with business activities and assets often crossing state lines and occasionally international borders, further adding to planning complexity. They are well above the top 1% in income and net worth, and they continue to have a high-growth trajectory.
Our clients have unique planning needs that are typical for entrepreneurs but differ from other wealthy clients. High-net worth entrepreneurs have different mindsets, decision- making styles, planning issues, and opportunities that simply do not apply to most individuals. Financial advisors who focus on traditional wealth management for wealthy non-entrepreneur families and individuals may not be suitable for this type of business owner. Entrepreneurs benefit from advisors with knowledge and focus dedicated to entrepreneurs. This is the purpose of Xception Advisory Group.
Your confidence
Every client relationship begins with basic trust. Our goal is to cultivate that trust through the way we listen, observe, respond, and advise. After executing successful strategies over time, we hope that your initial trust matures into confidence. Confidence in our team, our advice, our attention to detail, and our care for clients. That type of confidence is rare, and it must be earned over time. We strive to earn that confidence from each of our clients.
Meet our team
M. Patrick Callahan, JD
Wealth Management Advisor
