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Reviews, get directions and contact details for Wrenne Financial Planning

About

Wrenne Financial Planning is a Fee-only financial planning firm serving Lexington KY, Central KY and other areas of the country via mobile engagements.



"Helping physicians across the country use money to live better lives. We help doctors use their money as a tool to live great lives. You’ve worked hard for your career—You shouldn't have to work hard to manage your finances. You have enough on your plate already. Let us help with the financial decisions so you can focus on increasing your free time. As a young medical professional, it can be hard to balance your work and personal life. Add financial planning into the mix, and there goes the rest of your down time. Recognizing that you need help with your finances is the first step. By partnering with an experienced team of professionals who know how to help, you can get back more time to do what you love. Prioritize your financial goals!"
Address: 3399 Tates Creek Rd #115, Lexington, KY 40502, USA
Phone: (859) 538-6044
moc.laicnanifennerw@nej
State: Kentucky
City: Lexington
Zip Code: 40502


Opening Hours

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


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Reviews
Daniel, Jeff, Heather, and the whole team have been amazing to work with. We felt very behind with our investing strategy before finding them and they really helped us get on track and we are hoping to reach our goals even sooner than anticipated. They also handle all the minutiae and paperwork which has always felt very overwhelming to me and that has made my life so much easier! Can’t thank them enough for their advice and help. Highly recommend!
My wife and I found Daniel and his team as we were transitioning to our careers after years of schooling. We joke that he's almost as much a marriage counselor as he is a financial planner. But I assure you he's amazing at both and he always makes sure you remain aligned with your goals both life and financial.
Daniel and Jen have been helping my family since 2009. They have never led me astray, and even before his fiduciary pledge was official when WFP opened, he has ALWAYS been my fiduciary without question. In an industry rife with sharks swimming in the water, it is encouraging to find a group with transparent fees, advice on demand and results. Daniel even lets you borrow his live squirrel traps when you have those pesky tree rats in your newly purchased home’s attic. If you want to get some value from your advising, call them today.
I am working with an amazing team at Wrenne. Both Jennifer and Heather have been most helpful for all my financial planning needs. They are always available, very thorough, very structured, very transparent in their planning. Definitely recommend.
I met with Daniel today, and was impressed by his #1 priority of advising in the best interest of his clients. So many conflicts of interest are present in the financial advising space, but Daniel has drawn a line in the sand, and makes sure that he puts his clients' best interest first. This is such a rarity in this profession, and a breath of fresh air!
I have had the pleasure of working with Wrenne Financial for many years. Their professionalism and skill is outstanding and their customer service is second to none. I am extremely satisfied with what they have done for me and would highly recommend them without any reservations!
We could not be happier with the service provided by Daniel and his team!
They are a fantastic team to work with- knowledgeable and efficient.
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