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
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.
Contact Details
Auburn, United States (US), 200 E 7th Street
+5
Founded
2000
Company Type
Private Limited Company
Employees
100-150
Categories
Keywords
#financial planning
#investment management
#retirement plans
#trust services
#estate planning
#wealth planning
#small business planning
#consulting services for not for profit organizations
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