The Leading Independent

Wealth Management Firm

Built by Advisors, For Advisors Who Put Clients First

We’ve built something different—a partnership-driven firm where shared values matter more than numbers alone. We’re 100% owned and managed by our partners, creating a culture where client-first principles aren’t just words, they’re the foundation of everything we do.

Building Meaningful Partnerships
Through Core Values

Culture of Excellence

We’re passionate about delivering results and educating our advisors through communication, collaboration, and trust.

Disciplined

We uphold disciplined standards through relentless process refinement, staying focused on what matters, and a persistent commitment to quality.

Authentic Leadership

We encourage every advisor to lead from their true self by practicing transparency, developing self-awareness, and maintaining the highest standards of excellence.

Passionate

We channel our partners' energy and unique experiences into meaningful work that improves the lives of those they serve.

Selflessness

From leadership to every team member, we're united by shared values: putting others first, genuine empathy, and humble service.

Our mission is to guide clients throughout life’s most important financial events with service and expertise above and beyond client expectations.

David Hefty, CFP^®
Chief Executive Officer, Credent Wealth Management

Our Core Beliefs

We believe:

Financial freedom changes lives.

All Americans should have access to independent
and affordable advice.

The fear of the future and the greed of consumerism
are the roadblocks to financial independence for ALL Americans.

In setting financial goals, developing a written plan,
and working with a partner toward those goals.

Our fiduciary obligation is to our client and NOT Wall Street.

That all investment strategies work some of the time
and that no investment strategy works all the time.

In the power of partnership.

The fear of the future and the greed of consumerism
are the roadblocks to financial independence for ALL Americans.

2000

David and Stacy Hefty founded Hefty Wealth Partners in Auburn, Indiana

2010

Hefty Wealth Partners becomes a Registered Investment Advisor (RIA)

2010

Dennis Kehoe and John Knowlton founded Oak Point Financial Group as an RIA

2015

Hefty Wealth Partners becomes GIPS compliant

2016

Oak Point becomes a client of Hefty Wealth Partners' Consulting Division.

2018

Hefty Wealth Partners and Oak Point Financial Group join to form CX Institutional, doing business as Credent Wealth Management

2018

CPF Texas (Plano, Texas) join with Credent Wealth Management

2019

Perspective Financial Group (Waco, Texas) and Charles Hart from Ameriprise join Credent

2020-2021

Support structures, systems, and processes built to enable exponential growth goals.

2023

Miller Private Wealth (Oklahoma City, OK) and TruNorth Financial (River Falls, WI) join with Credent

2024

Ward Wealth Management Services (Stillwater, OK) and Clarify Wealth Management (Cincinnati, Columbus, and Lafayette) join Credent

2024

Credent publicly launches its Turnkey Asset Management Platform (TAMP), Credent Advisor Solutions, making back-office support and investment solutions available to any advisor