Welcome To Our

Cincinnati Location

Southwest Ohio Financial Advisor

Planning for your future doesn’t have to be overwhelming. When you work with Credent Wealth Management, you are supported by a team of experienced financial and investment professionals who will provide you with a disciplined and objective investment approach dictated by continuous monitoring of your financial plan. We’re here to help you reach your financial goals and live a fulfilled life now and in the future.

TALK TO AN ADVISOR

Hours
Mon-Fri: 8am-4pm

Call Us
(513) 381-0001

4555 Lake Forest Drive Suite 410 Cincinnati, OH 45242

Directions
Meet the team

Our Cincinnati, Ohio Team

Cameron Magoon
Wealth Advisor
Jake Walker, CFP®
Wealth Manager
Aubrey Ramey, CFP®
Client Service Associate
Atalie Watts
Client Care Coordinator

Financial Guidance

Todd Hartsough, MBA
Wealth Advisor
Noah Richer
Client Service Associate
Kentrina Mapes
Financial Advisor

National Team

Josh Feld
Client Service Associate
Tanner Stepp, CFP®
Lead Financial Advisor
Erin Palmer
Financial Planner
Al Kaufman, CFP®
Financial Advisor

Private Wealth

Daniel Steichen, JD, CPA (Inactive), MS Taxation
Wealth Manager
Sue Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS™
Wealth Manager
Marques Glaze
Wealth Advisor - Private Wealth
Brian Remson, CFP®, CPWA®
Advanced Planning Advisor

Investment Management Team

Edison Byzyka, CFA
Chief Investment Officer
Alisha Norris, CFA
Senior Portfolio Manager
Nicholas D’Andrea, CFP®
Portfolio Manager
Matt Redmond, CFA®
Portfolio Manager
Gabriel Wyatt
Investment and Research Analyst
Brady McBride
Investment and Research Analyst
Andrew Renninger
Investment & Research Analyst I

Ready To Discover
If We're Right For Each Other?

Schedule a complimentary appointment with an advisor in Cincinnati, OH.