OCTOBER 2020, KENNESAW, Ga.— Henssler Financial ranks at No. 80 on CNBC’s Financial Adviser 100 list, published on Oct. 6, 2020. The list celebrates the advisory firms that offer a comprehensive service that helps clients navigate through their financial life.
“It’s always wonderful to be recognized for your work,” said Dr. Gene Henssler, Ph.D., president and director of Henssler Financial. “The financial markets can be very humbling—especially in a year like 2020! It is the faith and trust that clients instill in us that keep us striving to serve them to the best of our ability.”
“Our investment in technology and staff has really been an asset during the pandemic,” said Chief Operating Officer, Stacy Haubenschild. “During the first few months of the pandemic shutdown, we were busier than ever—but it wasn’t all about allaying fears that the market was going down. We were helping business clients understand Paycheck Protection Program loans, helping investors dollar cost average money into the market when prices were down, and keeping them informed about how the economy will affect them.”
The CNBC FA 100 ranking takes into consideration factors beyond just assets under management. The ranking is based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. The methodology consisted of first analyzing a variety of core data points from AccuPoint’s database of financial services firms. This analysis started with an initial list of 37,369 RIA firms. AccuPoint then applied weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. Some of the primary data points used in the analysis include but were not limited to the number of years in the business, the ratio of investment advisers to total number of employees, the percentage of discretionary assets under management, and total accounts under management.
The list can be viewed at: https://www.cnbc.com/2020/10/06/fa-100-cnbc-ranks-the-top-rated-financial-advisory-firms-of-2020.html
About Henssler Financial
With assets under advisement of more than $2.16 billion, as of September 30, 2020, 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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