Announced
Completed
Synopsis
Credent Wealth Management, a provider of financial management planning and advisory services, completed the acquisition of TFG Advisors, a provider of wealth management and financial planning services, including portfolio design and analysis, tax services, risk management, and estate planning. Financial terms were not disclosed. "From the very beginning of our conversations, it was clear that the TFG Advisors team shared Credent's client-first philosophy and deep commitment to financial planning. Their culture, values, and Midwest roots align perfectly with ours, and we're excited to welcome such a talented group of professionals to the Credent family. TFG's commitment to team-based service and multigenerational client relationships echoes the approach we've long championed at Credent," David Hefty, Credent Wealth Management CEO.
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