In the News

Credent Wealth Management

David Hefty featured on The Connected Advisor podcast: The Growth Strategy Behind a $3B Succession-Ready Firm

Credent CEO David Hefty joins Kyle Van Pelt to break down the real…
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Credent Wealth Management

The RIA Edge Podcast Welcomes David Hefty to Discuss “Building Out the ‘Anti-Aggregator’ RIA”

CEO David Hefty joins WealthManagement.com’s David Armstrong to discuss Credent's growth story. In…
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Credent Wealth Management

Credent Wealth Management Announces Public Launch of Credent Advisor Solutions (CAS), a Turnkey Asset Management Platform

Auburn, IN, Oct. 30, 2024 -- CX Institutional, LLC d/b/a Credent Wealth Management…
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Credent Wealth Management

Clarify Wealth Management Merges with Credent

The transition to Credent I think just brings more to our clients —…
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Credent Wealth Management

Credent Accelerates Growth with Capital Infusion from Crestline

Auburn, IN, July 23, 2024 -- CX Institutional, LLC d/b/a Credent Wealth Management…
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Credent Wealth Management

Credent Wealth Management Lands Two New Advisor Firms

Credent Wealth Management, an Auburn, Indiana based $2.5B fee-only RIA firm, announces William…
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Credent Wealth Management

Credent Wealth Introduces Two New Partner Firms in Beginning of 2023

Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin…
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Credent Wealth Management

Credent Wealth Merges Record Three Firms in 2022

Credent presented me with multiple options for either merger or acquisition, depending on…
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Credent Wealth Management

Personal Wealth Partners Merger

July 13, 2022, FORT WAYNE, INDIANA — Credent Wealth Management has announced a…
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