SEPTEMBER 2023. KENNESAW, Ga.— Henssler Financial placed at No. 23 on Atlanta Business Chronicle’s list of Atlanta’s 25 Largest Financial Planning and Advisory Firms and at No. 23 on the list of Atlanta’s Top 25 Largest Money Managers.
“We are thrilled to be recognized on the Atlanta Business Chronicle’s list of Financial Planning and Advisory Firms as well as the Money Managers list. We have the privilege of working with a number of clients across the metro Atlanta area who have entrusted us with their financial well-being, which allows us to play a pivotal role in shaping their dreams, securing their futures, and helping them achieve their goals,” said Chief Operating Officer and Principal Stacy Haubenschild. “Every decision we make is driven by a profound sense of responsibility and a commitment to guide our clients toward financial success and peace of mind.”
Published in the Sept. 8, 2023, edition of the paper, the Atlanta Business Chronicle defines money managers as investment advisers that manage portfolios on a discretionary basis, and they consider individuals as well as institutions. Money managers are ranked by discretionary assets under management in Atlanta. For the Financial Planning and Advisory Firms list, firms reported assets under management as of June 30, 2023, discretionary and nondiscretionary, in line with SEC Form ADV Part I, Item 5F (2) (a), (b) and (c).
View the lists:
- https://www.bizjournals.com/atlanta/subscriber-only/2023/09/08/atlantas-25-largest-financial-planning-and-advisory-firms.html
- https://www.bizjournals.com/atlanta/subscriber-only/2023/09/08/atlantas-25-largest-money-managers.html
Both lists will be included in the 2023-2024 Book of Lists published in December 2023, by American City Business Journals.
About The List
The List is a weekly report compiled by the research teams in each of American City Business Journals’ 40 newsrooms that offers a deep look at the largest and most influential players in the industry sectors that define local economies. The rankings of businesses and other organizations are derived from original and often exclusive data one can only find with The Business Journals.
Atlanta Business Chronicle’s Book of Lists is a compilation of the “Top Lists” that have run in the Atlanta Business Chronicle over the last year, as well as many new, previously unpublished lists. The book provides immediate insight into the wide variety of firms, industries and organizations that make up Atlanta’s business economy. The annual book provides readers with more than 1,000 of the hottest area companies in their fields, by ranking.
About Henssler Financial
With assets under advisement of approximately $2.80 billion as of June 30, 2023, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate, and institutional clients for more than 35 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 “Money Talks,” your trusted resource for your money, your future, your life—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 · kscalice@henssler.com · 678-797-3781