Services

Life on your terms, always. 

Not everyone’s life or lifestyle fits into the same mold. At Credent, we understand that everyone is at a different place in their financial journey.  Whether you’re planning for retirement, managing a business, or faced with other more complex financial planning needs, our team of experienced advisors will meet you wherever you are to set you up for success today through all your tomorrows.   

Our personalized, fee-only approach and extensive portfolio of planning services will help you develop a financial plan and investment strategy in alignment with your priorities so you can live with financial freedom.  

What We Offer You

Our Services

Retirement Planning:

Ensure you have the financial support needed to live the life you want when you retire. 

Investment Management:

Maximize your current wealth and lay the groundwork for your future

Business Planning:

Align your overall business strategy with your personal priorities so that when the time comes to sell, you have a plan in place.

Tax Minimization Strategies:

Keep more of what you’ve earned by finding opportunities to save money and reach your financial goals.

Risk Management:

Find peace of mind knowing you, your family, and your loved ones are protected when the unexpected happens

Charitable Giving:

Make your mark by having the largest positive impact possible on organizations and causes that mean the most to you.

High-Net-Worth Investing

Maximize your legacy and be prepared to handle any complex financial situations.

Multigenerational Estate Planning:

Create a legacy that reflects your values, protects your loved ones, and puts your money where you want it when you are gone. 

What to Expect

We strive for excellence in service, planning, and investments. Here’s what you can expect when you work with us: 

Our Locations

Find a location.

Find our office nearest to you and schedule a complimentary appointment with one of our experienced advisors today. If there is not an office currently in your area, please fill out our contact form or email [email protected].

Auburn-Fort Wayne

ADDRESS

200 East 7th Street
Auburn, IN 46706

PHONE
(260) 927-1830

Learn More

Louisville

ADDRESS

4350 Brownsboro Road, Suite 110
Louisville, KY 40207
 

PHONE
(502) 589-1772 

Learn More

Oklahoma City

ADDRESS

5700 NW 130th Street, Suite 1
Oklahoma City, OK  73142 

PHONE
(405) 470-0359

Learn More

Minneapolis

ADDRESS

7900 International Drive, Suite 510 Bloomington, MN  55425

PHONE
(952) 955-9781 

Learn More

River Falls

ADDRESS

111 W Walnut Street
River Falls, WI 54022 

PHONE
(715) 425-0305

Learn More

Amarillo

ADDRESS

2201 Civic Circle, Suite 925
Amarillo, TX 79109 

PHONE
(806) 352-3917

Learn More

Waco

ADDRESS

15150 Badger Ranch Boulevard, Suite 203
Woodway, TX  76712 

PHONE
(254) 777-5252 

Learn More

Kalamazoo-Portage

ADDRESS

721 W. Centre Avenue
Portage, MI  49024 

PHONE
(269) 532-1901 

Learn More

Plano

ADDRESS

7500 Dallas Parkway, Suite 475
Plano, TX  75024

PHONE
(214) 696-2323

Learn More

Cincinnati

ADDRESS

50 E-Business Way, Suite 100
Cincinnati, OH  45241

PHONE
(513) 381-0001

Learn More

Columbus

ADDRESS

4449 Easton Way, 2nd Floor
Columbus, OH  43219

PHONE
(614) 796-4131

Learn More

Lafayette

ADDRESS

2925 Union St.
Lafayette, IN 47904

PHONE
(765) 447-1133

Learn More