Make the Most of Every Opportunity
Maximize your future by partnering with Credent Wealth Management.
As an equity partner, you get to realize the full economic benefit of owning a national comprehensive wealth management firm.
The earlier you join as a partner, the greater your equity value grows.
What's holding you back?
Hear From One Of Our Partners
Credent presented me with multiple options for either merger or acquisition, depending on what I wanted for the next stage of my business cycle and career. While acquisition would have given me the freedom to focus solely on servicing my existing clients, I wanted to keep building the business that I started. Merging with Credent gives me the additional resources and control I need to make that happen.
Daniel Steichen, JD, CPA (Inactive), MS TaxationPartner
Our vision is to be the nation's leading partner-led wealth management integrator.
Our unique approach to the partnership experience is sending us on a path toward exponential growth. Unleash your firm’s full capabilities by unlocking exponential growth potential, eliminating the friction and modernizing your business.
Why Partner With Us?
Partnering with Credent Wealth Management allows you to spend more time focusing on what you love and less time dealing with business operations. We're committed to delivering a phenomenal client experience through our ensemble team approach.
Wealth Creation Story
Flexible Deal Structure
