History

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 into Credent Wealth Management (Credent.)

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. With $1.3 billion of assets under management, the new headquarters houses
executives, a business development team, national support staff and local wealth partners.