“Since joining Credent, I’ve transformed my client experience, deepened client engagement, benefited from income growth, and gained true friends and business partners who share my values and passions for putting clients first.”

“One person isn’t expected to do everything perfectly—something many small business owners, including myself, are all too familiar with.”

“Credent has a client-centric, collaborative team that’s caring, high-energy, accountable, and fun. The firm’s culture has a growth mindset, is strategic, forward-thinking, and completely client-first—unlike anything I’ve experienced in my professional career.”​

“I had three financial advisors who had been with me for at least 20 years and one was a son-in-law; they wanted to buy the firm from me, but the value of the firm had risen to an amount that was going to be difficult for them to finance.”

“Credent’s approach to financial planning is truly revolutionary, describing equal weight and attention to the three core elements of the industry—investment management, planning, and client service…  In my 27 years of experience, I can’t think of another firm that invests proportionally and demands exceptionalism in all three areas.”

“I joined Credent because they built something I hadn’t been able to build on my own: a structured, repeatable process for consistently delivering the highest quality service to clients time after time. I believe very strongly that all my clients deserve above and beyond service, and that’s the commitment I can uphold with Credent Wealth Management.”

“I needed to move on to the next phase in my life, but how my firm had about $350 million in AUM, we were doing well but needed to upgrade our technology, develop better operating systems and career paths, improve our investment expertise, and replace me as the primary rainmaker.”

“My passion lies in creating financial plans for households with complex and sophisticated needs, which takes a lot of time and also takes creativity and discretion… I couldn’t juggle all of those tasks on my own let alone offer them in the most efficient and effective way possible to clients.”

“One of the primary things that I wanted to make sure was that my clients were going to be in great shape…the staff were going to be in good shape and that we were going to go to a higher level.”

“We chose Credent because of the people… in business, like in marriage, the thing that holds your contract together is the character of the people on the other side of the contract. I sensed that immediately when I started meeting people from the team, and it made me feel like this is where we would belong.”

“Running the business is not the part I liked—the part I like is my interaction with my clients and the relationships that I’ve built.”

“Our clients in transition and partnering with us are going to have an entirely new set—expanded set—of opportunities. There’s a bandwidth that comes with partnering with a larger firm like Credent, and especially a firm that’s driven and culture-based.”

“Now that I’ve been with Credent for a year, I have found that their follow through has been as good as the promise. It’s not always easy…it’s not smooth sailing all the time, things happen, but there’s a plan for that—and that’s what you want.”

“Even though we found success and worked with amazing clients, we didn’t have the infrastructure to scale the practice and serve clients the way we wanted.”

“The primary driver to joining Credent was taking care of my clients long term. Credent was doing things the way I was—as it relates to the planning side, the investment side—and it made sense long term, on both sides of that equation.”

“Values and principles at Credent align closely with what we’ve been doing all along. If you know your clients and you actually care about what’s happening in their lives, you want to partner with a firm that thinks the same way.”

“You need to have a plan in place for what happens when either you want to retire or you want to go and spend time with your family…that service that I provided had to be transferred to a team I trusted that had experience, that my clients got to know, and was a seamless situation for them on an ongoing basis.”

It was essential to me that after I transitioned my clients to Credent that the service they received was above and beyond—that’s what I joined Credent to deliver, and I’m thankful clients have had the experience they were promised.”