Ready to Step Back?
At Credo Financial Advisors, we provide a clear path to succession, with the goal of acquiring your book of business in 1-3 years or 3-5 years. We strive to be a trusted partner that will preserve your clients' experience, honor your professional values, and provide a structured, dignified path to transition. With our robust resources, operational support, and collaborative culture, we empower you to focus on what matters most - serving clients and building long-term value for yourself.
We'll Step Up So You Can Step Back.
With more than 50 years of combined experience, Chad Tom, CFP®, and Wayne Waycoff, MBA, CTFA, know what it takes to build and sustain a successful advisory business. They also understand that selling your book of business isn't just a transaction, it's a transition of trust, relationships, and legacy. Chad and Wayne make that process seamless by preserving your clients' experience, honoring your professional values, and structuring deals that benefit everyone involved.
If you're looking for successors who value the business you've built as much as you do, Chad and Wayne are ready to help you make the next chapter your most rewarding yet.
.png)
Are You a Fit?
Our ideal partner reflects the core values that define Credo Financial Advisors: fiduciary independence, holistic planning, transparency, and commitment to long-term client care. They prioritize informed and thoughtful advice above product sales, cultivate lasting client relationships, and guide clients with a strategic, comprehensive approach. If you prioritize integrity, insight, and serving clients first, you’ll thrive with Credo.
CONTACT US
