Overview

Credent Wealth Management is a RIA on LPL's hybrid platform. We have completed 8 practice purchases over the past 10 years. My partners and I are 40 to 54 and seeking opportunities to help advisors retire. We offer a sell and stay option so advisors can build a continuity plan and then work for as long as they like. We have offices in Ft. Wayne and Auburn, IN and Portage and Marshall, MI. We have a robust suite of investment and client service models which help drive a 40% profit margin. We are open to merging advisors onto our platform as well.

Last Activity
6 months or more

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