RIVER FALLS — Forbes Magazine named Credent Wealth Management one of America's Top RIA Firms of 2023. Of the 23,100 registered investment advisors invited to participate in the survey, Credent …
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RIVER FALLS — Forbes Magazine named Credent Wealth Management one of America's Top RIA Firms of 2023. Of the 23,100 registered investment advisors invited to participate in the survey, Credent is in the top 0.6%.
A prestigious and competitive industry award curated by Shook Research, the Top RIA Firm ranking focuses on quality and includes a thorough application and interview process. Mike Pepin, Wealth Manager and partner in Credent’s River Falls office, recognizes what this honor means to him.
“It is great to be recognized for bringing top-notch service to our clients and community,” Pepin says. “Credent is proof that you don’t have to go to a big city to get the best in wealth management.”
Pepin is a Certified Wealth Strategist® and an active member of the River Falls community. To be considered for this ranking, he and the rest of the Credent team must abide by high standards of care in compliance, fees, process, culture, and more.
Credent’s Chief Executive Officer, David Hefty, notes how the firm’s transparency impacts clients.
“We have no commissions and no hidden fees,” Hefty says. “There are no ‘gotchas’ in anything we do in a fee-only relationship.”
For more information about how Shook Research selects the Top Registered Investment Advisors, visit https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=6520293e26d7
Credent Wealth Management offers service, planning, and fee-only investments built on a client-focused model. Believing their fiduciary obligation is always to the client, they deliver commission-free, transparent, and impactful advice so each person can achieve their version of financial freedom.
Investment advice offered through CX Institutional™, a registered investment advisor.
Submitted by Credent Wealth Management