Credent Wealth 2025 Year In Review
2025 Credent Year In Review
To be the succession planning firm of choice, we knew we had to take the business to the next level to provide excellence for transitioning advisors and their clients.
Scroll through this email to see additional highlights from the past year. If you’d like to connect or learn more, reach out to us at learnmore@credentwealth.com.
SCHEDULE A CONVERSATIONThat’s why, in 2025, we deepened our partnership with Crestline Investors through a minority equity investment, expanding our ability to attract advisors looking to maximize the value of their business while ensuring their legacy and client relationships are well taken care of.
This investment not only provided capital but, most importantly, allowed us to stay true to our roots. We continue to be a fee-only forever firm operating under a single economic class for our employee-owners while serving hardworking Americans with independent advice.
In 2026, we have additional capital to support advisors' succession plans and elevate our 1099 offering — Credent Advisor Solutions.
In the short video above, we recap Credent’s recent accomplishments and share our outlook for the year ahead.
Scroll through this email to see additional highlights from the past year. If you’d like to connect or learn more, reach out to us at learnmore@credentwealth.com.
Thank You,
Joe Haupert
Chief Business Officer