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Credent Wealth Management

Auburn, United States (US) · Finance and Banking

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#financial planning

#investment management

#retirement plans

#trust services

#estate planning

#wealth planning

#small business planning

#consulting services for not for profit organizations

Credent Wealth Management is a fee-only financial advisor based in Auburn, Indiana, dedicated to helping individuals and families achieve their financial goals.We specialize in providing comprehensive wealth management services, including retirement planning, investment management, and estate planning, tailored to meet the unique needs of our clients.

Overview

Credent Wealth Management is a fee-only financial advisor based in Auburn, Indiana, dedicated to helping individuals and families achieve their financial goals.

We specialize in providing comprehensive wealth management services, including retirement planning, investment management, and estate planning, tailored to meet the unique needs of our clients. Our team-based approach ensures you’ll work with dedicated professionals who collaborate to create a personalized financial plan.

What sets Credent apart is our commitment to transparency and fiduciary responsibility. As a partner-owned, partner-led firm, we prioritize your best interests above all else, offering commission-free advice and clear, unbiased guidance. We’re building a ‘forever firm’ focused on lasting relationships and long-term success.

Founded in 2000, Credent Wealth Management has grown to serve clients across Indiana, Michigan, Kentucky, Minnesota, Ohio, Texas, and Wisconsin, providing peace of mind and financial security for generations to come.
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Contact Details

+12609271830
info@credentwealth.com

Auburn, United States (US), 200 E 7th Street

+5

Founded

2000

Company Type

Private Limited Company

Employees

100-150

Categories

Finance
Financial Services

Keywords

#financial planning

#investment management

#retirement plans

#trust services

#estate planning

#wealth planning

#small business planning

#consulting services for not for profit organizations

Awards

• 2026 OpenSee all

Services

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Investment Management
Financial Services

Our experienced investment managers create and manage diversified portfolios aligned with your investment objectives and risk profile.

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