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.

Retirement Planning

Investment Management

Tax Minimization Strategies

Risk Management

Charitable Giving

Multigenerational Estate Planning

Business Planning

Ultra High Net Worth Investing

Specialties

Fee-Only Financial Advisory Commission-Free Investments Retirement Planning High-Net-Worth Investing Tax Minimization Multigenerational Estate Planning Fee-only financial advisory Tax minimization strategies Retirement planning Investment management Multi-generational estate planning Risk management Charitable giving Business planning Ultra-high-net-worth investing Fee-only / commission-free advisory Retirees and legacy planning Executives and high earners Inheritance recipients Business owners Bereaved spouses

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

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Team & Leadership

D

David Hefty

Chief Executive Officer

S

Stacy Hefty

President

B

Brian Wessley

Chief Talent Officer

E

Edison Byzyka

Chief Investment Officer

J

Joe Haupert

Chief Business Officer

K

Kyle Osting

General Counsel/Chief Compliance Officer

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