Sr. Wealth Advisor
Max Wrenn, CFP® co-founded Wrenn Financial Strategies, Inc. with his wife, Janice, in 1988. The company was acquired by Mercer Advisors in December 2021. In addition, to managing WFS, Max also served as its Chief Compliance Officer and co-chaired its Investment Committee.
Max has been a practicing CERTIFIED FINANCIAL PLANNER™ professional since 1984. His vast experience in financial management provides the leadership and capacity to engineer creative solutions to complex problems. Using time-tested fundamental principles, he coordinates a team approach to both planning and investment management. His day-to-day involvement in managing accounts reflects not only his deep commitment to clients, but a core belief that there are no final exams in the dynamic world of investing.
Early in his career, Max co-founded a company to develop planning software for the financial services industry. These systems helped financial advisors, banks, insurance companies, brokerage firms and CPAs manage their clients’ affairs. Moreover, this experience convinced Max to carve out a special niche for himself in the field.
Max attended North Carolina State University earning a Bachelor’s degree in Economics. Married since 1985 with three children, Max and Janice live in North Raleigh with their shelties, Oakley and Finley. Among Max’s favorite recreational activities are tennis, pickle ball, skeet shooting, gardening, visiting children and grandkids and vacationing at Hilton Head Island.