Credent Wealth Management Expands Michigan Footprint with Acquisition of TFG Advisors

Acquisition marks continued momentum as Credent nears $4B in AUM, expands into Detroit Metroplex

AUBURN, Ind., July 9, 2025 /PRNewswire/ -- CX Institutional, LLC d/b/a Credent Wealth Management ("Credent"), a fee-only RIA headquartered in Indiana, today announced the acquisition of TFG Advisors ("TFG"), a financial advisory firm based in Auburn Hills and Ann Arbor, Michigan, with approximately $420 million in assets under management (AUM). The deal marks Credent's second and third offices in Michigan and brings its total AUM close to $4 billion, reinforcing its momentum as the Midwest's firm of choice for comprehensive wealth management.

With a client-first, planning-led approach, TFG serves approximately 400 clients—including business owners, retirees, professionals, and high-net-worth (HNW) individuals— through its Auburn Hills and Ann Arbor offices. The firm's seven-member team, with principals George Barnhart, Terry Hirsch, and Paul Reile, will join Credent and continue serving clients from both locations. The expansion into eastern Michigan builds on Credent's existing office in Portage and underscores the firm's commitment to growing its Midwest presence while remaining grounded in its culture and values.

"From the very beginning of our conversations, it was clear that the TFG Advisors team shared Credent's client-first philosophy and deep commitment to financial planning," said David Hefty, CEO of Credent Wealth Management. "Their culture, values, and Midwest roots align perfectly with ours, and we're excited to welcome such a talented group of professionals to the Credent family. TFG's commitment to team-based service and multigenerational client relationships echoes the approach we've long championed at Credent."

While maintaining relationships with the team they trust, clients will gain access to Credent's expanded capabilities, including advanced financial planning, direct access to a broader investment approach, proprietary portfolio strategies, and institutional-level offerings from its Private Wealth team. Known for its multigenerational, family-focused service model, TFG has built enduring relationships through decades of referral-based growth.

The partnership supports the long-term succession plans of TFG's founding partners while creating continuity for clients and expanding opportunities for the firm's next generation of advisors. Credent also plans to further invest in TFG's existing Ann Arbor presence, recognizing its long-standing community roots and growth potential.

"This partnership ensures continuity for our clients and our team while opening the door to enhanced solutions and long-term growth," said George Barnhart, Managing Partner and Director of Operations & Marketing at TFG Advisors. "We chose Credent because they're the right cultural fit; they share our Midwest roots, client-first mindset, and our commitment to doing the right thing by both our clients and our people."

The TFG acquisition—Credent's eighth partnership in the last three years —supports the firm's intentional growth strategy, which focuses on building a "forever firm" grounded in client service, planning and investment excellence, and operational strength by joining with like-minded advisors who deliver personalized planning and prioritize client relationships.

Firms interested in exploring partnership opportunities with Credent or learning about the benefits of joining its growing network can visit JoinCredentWealth.com. 

About Credent Wealth Management 
CX Institutional, LLC d/b/a Credent Wealth Management is a $3.5 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit JoinCredentWealth.com.

About TFG Advisors
TFG Advisors is a Michigan-based financial advisory firm with offices in Auburn Hills and Ann Arbor, serving approximately 400 clients, including business owners, retirees, professionals, and high-net-worth individuals. Known for its multigenerational, planning-led approach, the firm has built lasting relationships through decades of referral-based growth. TFG is a seven-member team that includes principals George Barnhart, Terry Hirsch, and Paul Reile, two CFP® professionals, and dedicated client service staff—all committed to delivering personalized service with a strong Midwest work ethic and client-first mindset.

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SOURCE Credent Wealth Management