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Credent Wealth Management - Oklahoma City Fee-Only Financial Planner
SerdenID : PRO-20251010-09077
About Company
Credent Wealth Management is a fee-only, commission-free wealth management firm that provides integrated financial planning and investment management with services that include retirement planning, tax-minimization strategies, risk management, charitable giving, multigenerational estate planning, business planning, and high-net-worth investing. The company emphasizes a collaborative, client-first service model with transparent fees and independently audited performance reporting, operates a network of local offices (including an Oklahoma City location), and delivers investment advice through CX Institutional, a registered investment advisor. For more information, visit credentwealth.com.
Service Category
Area Served
Contact Info
Address
5700 NW 130th St Suite 1, Oklahoma City, OK 73142
- Phone Number(405) 470-0359
- Website https://www.credentwealth.com
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