Case Study: Credent Wealth Management accelerates growth with Orion and DPL integration

Credent Wealth Management doubles in size with Orion and DPL

Credent Wealth Management, a fee-only wealth management firm, faced the challenge of transitioning its business from a hybrid to a fee-only model, which required evaluating and moving a book of annuity contracts. To manage this complex process, the firm turned to vendor Orion and its integrated service from DPL Financial Partners for objective annuity analysis.

The solution from Orion and DPL provided an objective review process and integrated technology that lifted the analytical burden from the firm's advisors. As a result of implementing this solution, Credent Wealth Management doubled in size and continues on a steep growth trajectory, crediting the partnership for delivering tangible value to its clients.

Credent Wealth Management