Add-on Acquisition • Financial Services

Credent Wealth Management Acquires TFG Advisors

On July 9, 2025, Credent Wealth Management acquired financial services company TFG Advisors

Acquisition Context

This is Credent Wealth Management’s 2nd transaction in the Financial Services sector.
This is Credent Wealth Management’s 2nd transaction in the United States.
This is Credent Wealth Management’s 1st transaction in Michigan.

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M&A Deal Summary
Date	July 9, 2025
Target	TFG Advisors
Sector	Financial Services
Buyer(s)	Credent Wealth Management
Deal Type	Add-on Acquisition

Target Company

TFG Advisors

Auburn Hills, Michigan, United States

TFG Advisors financial advisory firm, provides personalized financial analysis, retirement and estate planning, and fee-only investment strategies. TFG Advisors was founded in 2017 and is based in Auburn Hills, Michigan.

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Buyer Overview 1

Buyer

Credent Wealth Management

Auburn, Indiana, United States

Category	Company
Sector	Financial Services

DESCRIPTION

Credent Wealth Management offers commission-free, transparent, and impactful advice through financial planning, investment, and client-centric services. Credent Wealth Management is based in Auburn, Indiana.

Deal Context for Buyer	#
Overall	2 of 2
Sector: Financial Services	2 of 2
Type: Add-on Acquisition	2 of 2
State: Michigan	1 of 1
Country: United States	2 of 2
Year: 2025	1 of 1

PREVIOUS DEAL

DATE	TARGET	DEAL TYPE	VALUE
2024-10-01	Clarify Wealth Management Cincinnati, Ohio, United States Clarify Wealth Management specializes in investment management and comprehensive financial planning services tailored for middle-class clients. Clarify Wealth Management is based in Cincinnati, Ohio.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2024-10-01

Clarify Wealth Management

Cincinnati, Ohio, United States

Clarify Wealth Management specializes in investment management and comprehensive financial planning services tailored for middle-class clients. Clarify Wealth Management is based in Cincinnati, Ohio.

Buy

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