Credent Wealth Management - Oklahoma City Fee-Only Financial Planner

Credent Wealth Management - Oklahoma City Fee-Only Financial Planner

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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

Financial Planner

Area Served

Oklahoma City

Contact Info

Address

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

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