Credent Wealth Management

About Credent Wealth Management

Credent Wealth Management is a fee-only financial advisor focused on collaborating with clients to achieve financial freedom through personalized service, planning, and commission-free investments. They aim to provide transparent, impactful advice and build tailored financial strategies aligned with clients' goals and values.

Products & Services

Retirement Planning:Helping clients plan for a secure and fulfilling retirement.

Investment Management:Managing investments with a focus on client success, free of commissions.

Tax Minimization Strategies:Strategies to reduce tax burdens and optimize financial outcomes.

Risk Management:Protecting clients' financial assets through risk assessment and mitigation.

Charitable Giving:Assisting clients in planning and executing charitable contributions.

Multigenerational Estate Planning:Planning for wealth transfer across generations.

High-Net-Worth Investing:Specialized investment services for high-net-worth individuals.

Business Planning:Supporting business owners in financial and strategic planning.

Specialties

Fee-Only Financial Advisory Commission-Free Investments Retirement Planning High-Net-Worth Investing Tax Minimization Multigenerational Estate Planning

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Investment T: - FT: Strategic Investment	A: 50000000 MR: - FA: Over $50 Million FAN: 50000000	D: 2024-07-23 FD: 2024-07-23	1 investors

Strategic Investment Latest

2024-07-23

$50.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

Unlock All Metrics

Mock Up

Team & Leadership

D

David Hefty

Chief Executive Officer

S

Stacy Hefty

President

C

Christina North

Chief Financial Officer

B

Brian Wessley

Chief Talent Officer

E

Edison Byzyka

Chief Investment Officer

J

Joe Haupert

Chief Business Officer

View 5 more team members with Pro

Unlock Full Team Directory

Recent News