David Hefty

David Hefty is chief executive officer of Credent Wealth Management, a fee-only registered investment advisor overseeing more than $4 billion in client assets. He began his career as a financial advisor and co-founded Hefty Wealth Partners in 2000. Today, he focuses on firm leadership, advisor succession, and building sustainable operating models within independent wealth management. 

David Hefty
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Succession isn’t a document – it’s an operating model
OPINION FEB 24, 2026
Succession isn’t a document – it’s an operating model

When founders cling to control, take equity dynamics for granted, or ignore team design, succession plans crack long before they’re tested.