Michael Kim Joins Credent Wealth Management as Independent Board Member to Enhance Strategic Growth

Credent Wealth Management Welcomes New Board Member Michael Kim

In an impactful move for its strategic growth, Credent Wealth Management recently appointed Michael Kim, the President and CEO of AssetMark, as its latest independent board member, effective July 28, 2026. Credent, a fee-only Registered Investment Advisor based in Auburn, Indiana, aims to leverage Kim's extensive expertise and wealth management background to strengthen its operations and client engagement.

Michael Kim brings to the board over 30 years of leadership experience in the financial services sector. His notable tenure of more than 15 years with AssetMark, a powerhouse managing approximately $180 billion in assets, equips him with an invaluable perspective on wealth management. His career includes significant positions in major firms like Transamerica and Fidelity Investments, culminating in his role as Senior Vice President at AssetMark since 2010.

Credent Wealth Management’s CEO, David Hefty, expressed enthusiasm about Kim's appointment, highlighting that his insights will be critical in enhancing client experiences and driving innovative solutions within the company. Hefty stated, "We are excited to have Michael Kim joining our board of directors. We're confident that the insights and expertise he brings will help us elevate our client experience, propagate our mission, and remain innovative and adaptable."

In his own words, Michael Kim described his joining as a significant honor, especially at a time when Credent is poised for considerable growth. He emphasized the importance of succession planning and protecting client relationships, which aligns with Credent's strategic vision of offering a strong, client-centered approach.

Kim's perspective on succession planning mirrors the growth-focused culture at Credent, which seeks to train advisors in practical strategies for long-term success. This appointment reinforces Credent's reputation as a succession planning firm of choice for advisors at pivotal moments in their careers, ensuring that clients receive first-rate services and expertise.

Joining Kim on the board are David Hefty, Stacy Hefty, Dennis Kehoe, and representatives from the firm's strategic investor, Crestline Management, L.P. Together, they aim to foster a culture of excellence in service provision and investment strategies as they adhere to Credent's mission of guiding clients through essential financial moments.

Credent has made a name for itself since its inception in 2018 with over $4.5 billion in assets under management. The firm takes pride in a transparent, commission-free practice that fosters long-lasting relationships with clients and advisors alike. Readers can find Credent listed on various industry accolades, including Forbes' America's Top RIA Firms since 2023 and the InvestmentNews 2026 Employer of Choice recognition.

With Michael Kim's unparalleled experience and the collective wisdom of the board, Credent Wealth Management is positioned to navigate the evolving financial landscape while continuing to prioritize client-centric approaches and successful transitions for advisors looking to maximize value in their businesses.

For additional details on their innovative services to clients and advisors, visit Credent Wealth Management.