We're a fee-only firm providing comprehensive financial planning and personal finance advice. Located in Lexington, Kentucky, Wrenne Financial Planning is a fee-only firm providing comprehensive financial planning for physicians and dentists which includes necessary accountability, encouragement, and education along the way.
Think of us as your financial trainer, consultant, and coach. We have over 40 years of combined experience providing financial advice professionally to physicians and other professionals. We will provide advice on purchasing products and managing them appropriately however we will not be financially involved in those sales transactions in an effort to reduce conflicts of interest for our clients.
Think of us as your financial trainer, consultant, and coach. We have over 40 years of combined experience providing financial advice professionally to physicians and other professionals. We will provide advice on purchasing products and managing them appropriately however we will not be financially involved in those sales transactions in an effort to reduce conflicts of interest for our clients.
Reviews (7)
Suhas Gangadhara
Jul 13, 2021
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Matthew Iles
Jan 19, 2020
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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.
Cady Brown
Nov 22, 2018
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Joe Moss
Sep 09, 2018
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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!
Patrick Russell
Aug 26, 2018
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Andrew Couch
Jun 24, 2018
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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.
Jp A.
May 28, 2017
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My girlfriend and I worked on student loans with Chase from Wrenne Financial Planning and found the experience extremely helpful and professional.
Several parts of the process worked well:
1. Expert Knowledge - Student loans are complex. It takes years to understand the nuances of the different government programs for repayment. Chase brought a large amount of experience and knowledge about the space that was specifically relevant to our situation.
2. Thoughtful Guidance - A large amount of financial planning is specific to the individual / couple. Questions around marriage, income, career
Several parts of the process worked well:
1. Expert Knowledge - Student loans are complex. It takes years to understand the nuances of the different government programs for repayment. Chase brought a large amount of experience and knowledge about the space that was specifically relevant to our situation.
2. Thoughtful Guidance - A large amount of financial planning is specific to the individual / couple. Questions around marriage, income, career
