What departments does Exemplar Wealth Advisors have?

Exemplar Wealth Advisors has employees across 1 departments including Operations.

What is the largest department at Exemplar Wealth Advisors?

The largest department at Exemplar Wealth Advisors is Operations with 2 employees.

Where are Exemplar Wealth Advisors employees located globally?

Exemplar Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Exemplar Wealth Advisors's team size changed over time?

Exemplar Wealth Advisors's team has decreased from approximately 4 to 3 employees based on available data.

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Exemplar Wealth Advisors Employee Directory

Financial ServicesOregon, United States2-10 Employees

Exemplar Wealth Advisors is a financial services firm based in Bend, Oregon, at 550 Northwest Franklin Avenue Suite 368. It operates as a boutique wealth advisory practice offering high-touch, personalized financial planning and strategic wealth management for clients across the United States. Founded by David Rosell more than 25 years ago in Central Oregon, the firm is led by Rosell and partner Emma James. The practice maintains a deliberately selective client roster, serving fewer than 100 households. The company has 2 to 10 employees and maintains a website at https://xmplr.com.

Exemplar Wealth Advisors Global Highlights

North America
5

United States Of America
5

Exemplar Wealth Advisors's Leadership

D. R.
President
Mobile Phone
Email
B. H.
Director Of Operations / Retirement Investment Counselor
Mobile Phone
Email
B. B.
Client Service & Operations Coordinator
Mobile Phone
Email
E. J.
Partner & Wealth Coordinator
Mobile Phone
Email

Exemplar Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Exemplar Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. R.
President
Mobile Phone
Email
United States
Apr 16, 2026
B. H.
Director Of Operations / Retirement Investment Counselor
Mobile Phone
Email
United StatesOregon
Feb 27, 2026
B. B.
Client Service & Operations Coordinator
Mobile Phone
Email
United StatesOregon
Mar 24, 2026
E. J.
Partner & Wealth Coordinator
Mobile Phone
Email
United StatesOregon
May 29, 2026

Frequently Asked Questions

What is Exemplar Wealth Advisors known for?

Exemplar Wealth Advisors was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 550 Northwest Franklin Avenue Suite 368 Bend, Oregon United States; you can contact the main corporate office by phone at

+1-541-385-****

. Explore Exemplar Wealth Advisors's company overview page for more information.

What is Exemplar Wealth Advisors's most common email format?

Exemplar Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Exemplar Wealth Advisors email formats with LeadIQ.

How many employees does Exemplar Wealth Advisors have currently?

Exemplar Wealth Advisors has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Exemplar Wealth Advisors's key employees and leadership?

As of May 2026, Exemplar Wealth Advisors's key employees include:

President: D. R.
Director Of Operations / Retirement Investment Counselor: B. H.
Client Service & Operations Coordinator: B. B.
Partner & Wealth Coordinator: E. J.

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Exemplar Wealth Advisors Employee Directory

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