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  6. Credent Wealth Management Acquires TFG Advisors

M&A Deal Summary

Credent Wealth Management Acquires TFG Advisors

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2025-07-09
Target TFG Advisors
Sector Financial Services
Buyer(s) Credent Wealth Management
Deal Type Add-on Acquisition

Target

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(S) 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 STATS #
Overall 2 of 2
Sector: Financial Services M&A 2 of 2
Type: Add-on Acquisition M&A Deals 2 of 2
State: Michigan M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2025 M&A 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.

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