Credent Wealth Management, a $2.5 billion AUM fee-only registered investment advisor firm headquartered in Auburn, Indiana, has added two new firms to its growing network of partners.
The firm’s partnership model enables firms to maximize and monetize their wealth and create a succession plan supported by Credent. The firm was founded in 2018 and has welcomed 12 partner firms including seven in the last 24 months. It serves 2,800 clients across nine Midwest locations
The latest partner-advisors are William “Bill” Hoover of Euclid Advisory and James “Jim” Ward of Ward Wealth Management Services.
Hoover’s RIA firm was founded in 2014 after he merged his investment-manager-focused marketing business AMS Advisors into Euclid Advisory. He is an experienced acquirer of advisory businesses and knew what he wanted from a new partnership.
“Credent has an organized plan to transition accounts and advisors,” said Hoover. “Credent displays teamwork and lack of silos that other firms seem to have. No one shows a “not my job” attitude. And further, if another team member is needed, that person steps in quickly.”
Meanwhile, Ward’s Oklahoma based business was established over 40 years ago and ensuring that his clients, many of them long-term, would be looked after.
“I was impressed with Credent's humbleness, sincerity, honesty, and continual theme of taking care of clients and making sure they have a great experience,” Ward said. “I could see that my clients would be well taken care of and get all of the services and more that Credent offered.”
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