Case Study: Credent Wealth Management expands retirement income offerings with DPL Financial Partners

Credent Wealth Management doubles in size with DPL Financial Partners

Credent Wealth Management, a fee-only RIA with $2.7B in AUM, faced the challenge of transitioning its brokerage annuity book to fee-based solutions as it moved from a hybrid to a fully independent model. To conduct an objective analysis of which annuity contracts to transition, the firm turned to vendor DPL Financial Partners and its annuity review technology and services.

By implementing DPL's objective annuity review process and its integrated technology platform with Orion, Credent was able to seamlessly manage annuity assets within its existing infrastructure. The solution provided by DPL enabled the firm to make data-driven, fiduciary-focused recommendations to clients. As a result, Credent Wealth Management has doubled in size and continues on a steep growth trajectory, crediting the DPL and Orion partnership as a key driver.

Credent Wealth Management