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Hefty, David
Chief Executive Officer
RIAs: Less Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
David Hefty is CEO of Credent Wealth Management, a fee-only registered investment advisor built around the belief that advisory firms should be designed to endure across generations. Under his leadership, Credent has developed a fully integrated model that combines centralized investment management, financial planning, client service, and advisor succession within a single platform. David has led the firm's growth through a deliberate focus on partner integration, leadership development, and long-term continuity. Rather than operating as a collection of independent practices, Credent functions as one organization with a standardized client experience, shared resources, and a unified approach to serving clients. The firm's model is designed to create opportunities for next-generation advisors while helping founders transition ownership and client relationships in a structured way.
