Credent Wealth Management Employee Directory
Financial ServicesIndiana, United States51-200 Employees
Credent Wealth Management is a midsize financial services firm based in Auburn, Indiana, that provides comprehensive wealth management for individuals and families. It operates on a fee-only fiduciary model, delivering transparent, conflict-free guidance centered on clients' goals and life plans. Through a team-based structure, clients work with dedicated wealth professionals who collaborate to create a holistic financial plan, with an emphasis on continuity of service beyond any single advisor. The firm serves hardworking Americans seeking to maintain their standard of living and achieve long-term financial security, offering proactive guidance across major financial events; investment advice is provided through CX Institutional, a registered investment advisor. In October 2024, Credent Wealth Management publicly launched Credent Advisor Solutions, a Turnkey Asset Management Platform developed to support advisory practices.