Mike Wren
CFP®, CDFA®
Legacy Financial Strategies
Managing Principal/CEO/Financial Advisor
Mike Wren
CFP®, CDFA®
Legacy Financial Strategies
Managing Principal/CEO/Financial Advisor
If you’re not sure that your interests are aligned with those of your financial professional, it’s difficult to truly be confident. As a fee-only advisor, my clients don’t have that concern. - Mike Wren, CFP®, CDFA®
Fee-only financial advisor located in Leawood, KS, serving the greater Kansas City area and clients across the country. We offer actionable advice that will ensure a lasting impact.
Mike Wren is a part of Legacy Financial Strategies' team of expert fee-only financial advisors in Leawood, KS, serving Kansas City and clients across the country. By engaging in meaningful discussions, we customize comprehensive financial plans, investment management, and employer solutions, such as retirement services. Our process begins by establishing an understanding of your unique financial needs, goals, risks, and obstacles. From there, our committed advisors are able to offer actionable advice that will ensure a lasting impact through diligent follow-ups and communication with each client.
Check out our new "FAQ in Under 2" Video Series for Concise Insight on Common Financial Questions
EXPERIENCE
Mike Wren joined Legacy back in 2014. He draws on nearly 20 years of experience in financial planning and is currently one of Legacy’s acting principals.
SPECIALTY
Mike’s specialty is helping divorcees through the process of regrouping and maintaining control. He works closely with legal professionals to assist in the complex financial decisions that need to be made during and after divorce.
CREDENTIALS
Mike graduated from Seton Hall University in 2001. Because of his interest in what makes us all behave as we do, he majored in social and behavioral science. His understanding of why and how decisions are made gives him a valuable perspective on financial management that few other advisors possess.
Since beginning his career, he has garnered numerous certifications and licenses:
- CERTIFIED FINANCIAL PLANNER™
- CDFA® (Certified Divorce Financial Analyst)
- Series 66 Securities License
ADDITIONAL INFORMATION
When not at the office or serving on the Board of Directors of the Financial Planning Association of Greater Kansas City, he enjoys playing golf, watching the Chiefs and Royals, and spending quality time with his wife and two children.
Mike Wren is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor.
• We are fee-only financial advisors. You can rest assured knowing our recommendations are motivated exclusively by your success and not commissions.
• We authentically care and will take time to understand the whole of your financial circumstances, including your needs, goals, risks, and obstacles.
• We offer actionable advice to ensure a lasting impact. Whether you’re preparing your business for expansion, adapting after divorce, planning for retirement, or determining where to invest, we’ll help you do what’s needed now for a bright financial future then.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Divorce Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Mike Wren is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Mike Wren is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Mike Wren is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Mike Wren
Office Locations:
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11300 Tomahawk Creek Parkway
Suite 190
Leawood, KS 66211
