OCTOBER 2018. KENNESAW, Ga.— Honored for their outstanding service, five associates from Henssler Financial were named to the 2018 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners published in the October 2018 issue of Atlanta Magazine.
William G. Lako, Jr., CFP®; Jennifer J. Thomas, CFP®; James Barker, CWS®; Adam Ledbetter, CFP®, and Shawna Theriault, C.P.A., CFP®, CDFA®, were among 287 were named to the list, out of the 3,248 managers who were considered. The resulting list represents wealth management professionals who Atlanta consumers say are dedicated to their client relationships.
“We nurture every relationship. We believe it is our job to know our clients and understand their wants and needs so that we may serve them effectively,” firm owner Dr. Henssler said. “We affect people’s lives. It takes a great amount of integrity to earn the trust of so many. I’m proud to say the folks at Henssler Financial excel at that responsibility tenfold.”
To be honored with the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Other factors considered include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
“We are sincerely grateful to be among the recognized wealth managers in Atlanta,” said firm Principal and Managing Director, William G. Lako, Jr., CFP®. “We’ve had the great privilege of surrounding ourselves with support staff who are passionate about what they can do to serve others. That extends to our clients, our internal teams, our community and each other.”
Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
About The Five Star Program:
The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC (dba Five Star Professional), of Eagan, Minnesota. Five Star Professional joins forces with city and regional magazines to publish their research to consumers and promote Five Star-designated professionals in more than 45 markets across the United States. Five Star Award winners do not pay a fee to be included in the research or the final list. The award does not evaluate the quality of services provided to clients.
About Henssler Financial
With assets under advisement of more than $1.93 billion, as of September 30, 2018, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate, and institutional clients for more than 30 years. Founded in 1987 by Gene W. Henssler, Ph.D., Henssler Financial provides solutions that incorporate a range of services, including wealth management, financial planning, tax preparation and consulting, small-business retirement planning, and estate planning. The firm hosts Atlanta’s longest running and most respected money show on radio, “Money Talks,” airing Saturday mornings from 10-11 a.m. on AM 920 The Answer.
More information on Henssler Financial can be found on the firm’s website, www.henssler.com, including important disclosures regarding Henssler Financial and its businesses.
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Media Contact: Kelly-Lynne Scalice · [email protected] · 678-797-3781