David Hefty, CFP®
As Chief Executive Officer of CX Institutional, David Hefty has been instrumental in building a nationally recognized wealth management firm that serves individuals and high net worth families across the United States. In 2000, David alongside his wife Stacy, started their first firm Hefty Wealth Partners. In 2018, the firm was merged to create CX Institutional, dba. Credent Wealth Management. Since its inception, the firm has grown significantly and employs 50+ full time team members and has more than $1 billion in assets under management.
David is very passionate about playing his role in changing how independent financial advice is delivered in the United States. He believes that clients deserve more transparency and higher standards around the delivery of financial services. His level of passion also carries through to a number of not-for-profit boards and committees for which he has served.
David graduated summa cum laude with a Bachelor’s degree in Agricultural Economics and was honored with the G.A. Ross award for the outstanding senior man at Purdue University in 1999. Two weeks later he celebrated his biggest milestone and married his college sweetheart, Stacy. When David is not at the office he can often be found heading down to the family’s barn with Stacy and their four children to spend time with their animals.