Wrenne Financial Planning Tates Creek Rd, Lexington

Wrenne Financial Planning Reviews

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  Suhas Gangadhara
  5

  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.

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  Andrew Couch
  5

  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.

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  Matthew Iles
  5

  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.

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  Joe Moss
  5

  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!

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  Patrick Russell
  5

  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!

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  Cady Brown
  5

  We could not be happier with the service provided by Daniel and his team!

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  Ryan Brown
  5

  They are a fantastic team to work with- knowledgeable and efficient.