From Small Beginnings to Exponential Growth
In 2000, David and Stacy Hefty founded Hefty Wealth Partners in Auburn, Indiana. They achieved a long list of accomplishments. Together, they completed a $20 million acquisition in 2003 and $10 million acquisition in 2007. In 2010 they became a Registered Investment Advisor (RIA) and claimed compliance with GIPS® standards in 2015. This success was followed by the creation of a practice
management and investment consulting solution called Crescendo Max.
Oak Point Financial Groups was an RIA founded in 2010 by Dennis Kehoe and John Knowlton. In 2010, they completed an acquisition of Rebecca Johnston’s practice (approximately $20 million). In 2013, they acquired Bill Wheeler’s practice (approximately $28 million). In 2016, Oak Point became a consulting client of Hefty Wealth Partners’ Crescendo Max. That year, they also acquired Gerry Gerweck’s practice (approximately $52 million).
Hefty Wealth Partners (Auburn, Indiana) and Oak Point Financial Group (Portage,
Michigan) merge to form CX Institutional doing business as Credent Wealth
Management.
CPF Texas (Plano, Texas) formerly known as The Center for Personal Finance, merges with Credent Wealth Management.
Perspective Financial Group (Waco, Texas) merges into Credent.
Charles Hart from Ameriprise joins Credent.
Credent breaks ground on a new headquarters in downtown Auburn, Indiana. The new headquarters houses executives, a business development team, national support staff and local wealth managers.
Personal Wealth Partners offices in River Falls, WI, and Bloomington, MN, combine with Credent Wealth Management.
Financial Architects, based out of Louisville, KY, merges into Credent Wealth Management.
Conscious Money Solutions, located in Amarillo, TX, merges into Credent Wealth Management.
Miller Private Wealth, located in Oklahoma City, OK, merges with Credent Wealth Management.
TruNorth Financial, located in River Falls, WI, joins Credent Wealth Management.
William Hoover joins Credent Wealth Management.
Ward Wealth Management Services, located in Stillwater, Oklahoma, merges with Credent Wealth Management.