Auburn, Indiana-based Credent Wealth Management, a $2.5 billion fee-only RIA firm, announced William “Bill” Hoover of Euclid Advisory and James “Jim” Ward of Ward Wealth Management Services as the latest partner advisors to join Credent.
This collaboration combines Hoover’s and Ward’s expertise and allows clients to capitalize on Credent’s unparalleled service, planning, and investment performance with a seamless transition. These firms fully supported the partnership integration process, which empowers advisors like Hoover and Ward to maximize and monetize the wealth they have built while working with Credent to create a customized succession plan.
Hoover co-founded AMS Advisors, a marketing support firm for investment management firms and later merged into Euclid Advisory an RIA firm in 2014. Having acquired several advisory firms throughout his career, Hoover recognized Credent’s clear, structured strategy for the transition process and expressed confidence in the firm.
Ward of Ward Wealth Management Services (based in Stillwater, Oklahoma) holds a bachelor’s degree in agriculture economics. And he has been managing Ward Wealth Management Services for over 40 years. Ward cited Credent’s integrity and client-first mentality as the main factors that supported his decision to join the firm.
The Credent Wealth Management team works with incoming advisors to best serve clients and ensure a smooth transition. And Credent offers back-office operational support, investment management, and compliance and marketing support. This gives advisors the ability to focus on delivering excellent and proactive service to clients while simultaneously monetizing their business.
Credent Wealth Management is dedicated to working with like-minded advisors who prioritize putting clients first. And Hoover and Ward both strategically leveraged a partnership with Credent to propel their business forward and secure its future. Working in collaboration with its partners, Credent also upholds excellence in planning, investment solutions, and client service, providing advisors the platform to continue building their legacies.
Credent Wealth Management was launched in 2018 and has now added 12 firms, including seven deals in the last 2 years.
KEY QUOTES:
“Credent has an organized plan to transition accounts and advisors. 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.”
- William “Bill” Hoover of Euclid Advisory
“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. I could see that my clients would be well taken care of and get all of the services and more that Credent offered.”
- James “Jim” Ward of Ward Wealth Management Services
