Education. Communication. Honesty.

At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty.

A Registered Investment Advisor.

Education

Credent Wealth Management

Credent Wealth Management's headquarters in Auburn, IN, United States

The Portage office serves clients in wealth management and financial planning services.

Portage

David Hefty

Emily Weible

Brad Hathaway

Joe Haupert

Edison Byzyka

Brian Wessley

This department provides financial planning and investment strategies to individuals seeking to manage and grow their personal wealth.

Wealth Management

This department focuses on establishing and managing relationships with partners to enhance collaboration and integration.

Partner Integration

This department manages and analyzes the performance and functionality of operational platforms to ensure optimal efficiency.

Platform Operations

The Investment and Financial Planning team at Credent Wealth Management is dedicated to crafting tailored investment strategies and comprehensive financial plans that align with each client's unique goals. This team collaborates closely to conduct in-depth market research, assess risk, and provide personalized guidance, ensuring clients are informed and confident in their financial decisions. By prioritizing education and communication, they work diligently to build lasting relationships founded on trust and transparency.

Investment and Financial Planning

This department focuses on developing and managing financial strategies to assist clients in achieving their financial goals.

Financial Planning

This department manages financial records, oversees budgeting, and ensures compliance with accounting standards.

Credent Wealth Management

Org chart

Teams

Wealth Management

Partner Integration

Platform Operations

Investment and Financial Planning

Financial Planning

Accounting Department

Offices

Credent Wealth Management

Org chart

Teams

Wealth Management

Partner Integration

Platform Operations

Investment and Financial Planning

Financial Planning

Accounting Department

Offices

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