Credent Wealth Management
4.3 out of 5 stars.
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About Credent Wealth Management

At Credent Wealth Management, a $1 billion assets under advisement firm, our proven process working with clients is the result of years of expertise to provide each client with exceptional service and a comfortable and productive experience. Meticulous attention to detail and high-touch service distinguishes Credent Wealth Management among firms offering – 

Company Beginnings

In 2000, David and Stacy Hefty founded Hefty Wealth Partners in Auburn, IN, and in 2010 the company became a Registered Investment Advisor. In 2018, Hefty Wealth Partners of Auburn, IN and Oak Point Wealth Management of Portage, MI, merged to form Credent Wealth Management. You may wonder, why Credent? “Credent” means giving credence, confidence, credibility, and/or a belief as to the truth. The firm is built on a number of solid beliefs, which gave rise to the name. The identity of this brand reinforces our commitment to ‘the truth’ and the importance of authentic leadership within our industry. A strong client-centric focus has led to the very core of everything that Credent is - the client experience, of which the mission of the firm is centered on. Everyone in the firm, from compliance officers to wealth partners, embraces the mission knowing that Mission is King. The CX in our logo highlights our dedication to the client experience and incorporates an upward arrow, showcasing our desire to elevate the client experience in everything that we do. Since 2018, Credent Wealth Management has merged with three additional locations and has grown to over 60 employees, all aligning with our brand and believing in our mission. Looking forward to the future, CEO David Hefty states, “As we evolve and strive towards continual improvement, we have come together to better position our team and our clients for the future. As Walt Disney famously said, ‘Progress is impossible without change.’”