Alexander’s Approach
Alexander C. Berney
JD
Managing Partner / Member Owner
Overview
Alexander “Alex” Berney serves as a managing partner for Savant, where he focuses on firm operations, compliance, and legal strategy from our Oklahoma City office. He plays a central role in helping to align people, platforms, and processes to support Savant’s long-term growth while maintaining a strong, people-first culture. Alex started working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
At Exencial, he held multiple senior leadership roles, including chief operating officer, chief compliance officer, and in-house counsel. In those roles, he worked closely with executive leadership on the decision to join Savant and later led key aspects of people and platform integration across both organizations.
His background blends legal training with hands-on operational leadership. Earlier in his career, he gained experience across legal, operational, and corporate functions through roles with the Kirkpatrick Foundation and Kirkpatrick Bank. At the bank, he held vice president and legal counsel positions and supported complex lending and regulatory matters. That exposure shaped his interest in purpose-driven organizations and continues to influence how he approaches leadership and decision-making.
Alex holds a bachelor’s degree in business administration and a Juris Doctor (JD) from the University of Oklahoma.
Away from work, Alex enjoys staying active, spending time outdoors, and cooking at home. He and his wife are raising their young daughter and embracing the pace and priorities of parenthood.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Oklahoma
Bachelor of Business Administration
Juris Doctor (JD)
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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