July 3, 2023, FORT WAYNE, INDIANA - Credent Wealth Management is pleased to announce William Hoover as the latest partner to join the firm. This partnership marks a significant milestone for both Credent and Hoover, as it brings together expertise and experience to offer unparalleled financial services and a seamless transition for advisors and clients.
Partnering with Credent empowers advisors to optimize the value of their firm through flexible deal structures for transition, ensuring long-term sustainability and exponential growth. The firm's fully supported integration process allows advisors like Hoover to retain the wealth they have built while tailoring a customized succession plan.
Hoover co-founded AMS Advisors, a marketing support firm for investment management firms, and later merged into Euclid Advisory an RIA firm in 2014.
Hoover, having purchased several advisory firms throughout his career, recognized Credent’s clear, structured strategy for the transition process and expressed confidence in the firm.
“Credent has an organized plan to transition accounts and advisors,” explained Hoover. “Credent displays teamwork and lack of silos that other firms seem to have. No one shows a “not my job” attitude. And further, if another team member is needed, that person steps in quickly.”
The Credent Wealth Management team works together to best serve clients and ensure a smooth transition for oncoming advisors. Credent provides back-end operations support with our dedicated compliance and marketing departments, top-of-the-line tech stack, and expanded business development team. This gives advisors the opportunity to offload and focus on delivering high-level service to clients while simultaneously generating exponential growth.
Credent Wealth Management is dedicated to supporting and growing with advisors who prioritize putting clients first. Hoover strategically leveraged his partnership with Credent to propel his business forward and secure its future. Working in collaboration with its partners, Credent upholds excellence in planning, investment solutions, and client service, providing advisors the platform to continue building their legacies.
ABOUT: Credent Wealth Management offers a broad range of financial management planning and advisory services built on a client-focused model. Credent believes that all Americans should have access to independent and affordable advice, and the company’s fiduciary obligation is always to the client. Credent believes in the power of partnership, supporting clients and advisors with a team of experienced professionals. The company continues to grow, focusing on an integrator model that offers economic and professional benefits to partners.
Investment advice offered through CX Institutional, a registered investment advisor.