Overview

Credent Wealth Management is a $1.8B fee-only fiduciary that partners with advisors looking to maximize the value of their life’s work, both through succession planning and merging. Credent’s integrator model lets advisors capitalize on their wealth opportunity, making it possible to achieve 5-9x, while removing themselves from the burden of operational complexity. Our ensemble approach allows our partner-advisors to focus on the areas they enjoy working in, while also delivering a phenomenal service through our proven client experience process.

Credent's flexible deal structure provides solutions for advisors looking to retire with an acquisition or grow the business as a true equity partner. With some aggregator models you keep your name and they keep your wealth. Instead of a competitor owning your business, we invite you to own all of ours.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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