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Credent wealth Business Overview 2025

2025 Year In Review

TFG Advisors Joins Credent Wealth – Compilation Testimonial

TFG Advisors Joins Credent Wealth – Terry Hirsch’s Story

TFG Advisors Joins Credent Wealth – George Barnhart’s Story

TFG Advisors Joins Credent Wealth – Paul Reile’s Story

Succession Success Aug 2025

Credent Partner Testimonial – Tracy Ann Miller, CFP®

Wealth Manager Testimonial – Brad Michels, CFP®

Wealth Partner Testimonial – Chris Lipper, CFP®, CIMA®

Dan Steichen Merger Testimonial

Our Partnership – David Hefty

Acquisition Testimonial – Mark Schupbach

Wealth Partner Testimonial – Brian Davis

Succession Success Dec 2025

Dennis Kehoe: If You’re Not Confident in Your Retirement, Your Clients Won’t Be Either

Tom Knippa: Why Wearing all the Hats is Holding You and Your Clients Back

Chris Lipper: Are You Willing to go Above and Beyond for Clients?

What a Partnership Can Do for Your Clients

What Financial Advisors Need to Know about Partnership

Dan Steichen: Retire Knowing Your Clients are Better Off

Adam Spence: Are you a Part of a Firm You are Proud Of?

Brian Davis: What to do When You’ve Hit a Client Service Ceiling

Doug Lockwood: How to Transition Your Clients to Someone Else

Why You Won’t Regret the Right Partnership

Succession Success May 2026

What Will Partnership Actually Look Like?

Succession Success June 2026

In the News

Credent Wealth Management Acquires MainStreet Financial Advisors and First State Investment Advisors, Kicking Off 2026 With Continued National Expansion

Exterior of Credent Wealth Management

Credent Wealth Management Expands Partnership with Crestline Investors to Support Next Phase of Growth

Credent Wealth Management Expands Michigan Footprint with Acquisition of TFG Advisors

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