The right team for right now

You don’t have just an advisor, at Credentialed; You have a team of experts ready to surround your specific financial picture with a wealth of knowledge to best serve you.

Meet the team

When you choose Credentialed Wealth Advisors, you have access to the experience and knowledge across all aspects of finance and wealth management that we possess as a team. We collaborate on your specific needs, and remain accessible to you at any time.

Credentialed Wealth Advisors was founded in early 2021. CEO Julian Heron III, and founding partner Roy Hucke, bring an incredible amount of knowledge, passion, and heart for serving people well. Their fields of expertise and willingness to step outside the box to find solutions and information that put the client first is apparent in every interaction and transaction. They truly care, and they truly want to meet and exceed your expectations. As Credentialed Wealth grows, they are committed to a high standard of excellence and place high-importance on fostering a transparent learning culture around investing and planning.

Sovereign Path

For Advisors

The New Standard for Independence

Protect and accelerate independent RIA growth through shared resources, without shared control. Sovereign Path Fund builds the industry’s first true alternative to aggregation, enterprise-scale resources with complete independence. Join a select group of RIAs who are building the future of wealth management.