• Download Bio

Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • Certified Wealth Strategist®

  • 8 Years of Financial Services Experience

Contact

  • (678) 797-3795

  • Email Josh

Josh Weidie, CFP®, CWS®
Associate

Josh Weidie, CFP®, CWS®, is an Associate for Henssler Financial. His responsibilities include managing client accounts on a day-to-day basis, and working with clients to develop, implement, and monitor their financial plan.

Mr. Weidie joined the firm in January 2016 as a Financial Planner, and in 2019 became a Senior Financial Planner where he assisted with reviewing client asset allocation and cash flow projections, and processing client information. He was promoted to Associate in March 2023.

Prior to joining Henssler, Mr. Weidie interned for Congressman Steven M. Palazzo, serving Mississippi’s fourth congressional district. In his role in Washington, Mr. Weidie assisted with constituent services, office administration and organization, schedule planning, drafting policy and form letters, and conducting research on a variety of policies.

Mr. Weidie earned a Bachelor of Arts in History from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ Certificant and holds the Certified Wealth Strategist® (CWS®) designation.

Josh Weidie, CFP®, CWS®
Associate

  • Download Bio

Josh Weidie, CFP®, CWS®, is an Associate for Henssler Financial. His responsibilities include managing client accounts on a day-to-day basis, and working with clients to develop, implement, and monitor their financial plan.

Mr. Weidie joined the firm in January 2016 as a Financial Planner, and in 2019 became a Senior Financial Planner where he assisted with reviewing client asset allocation and cash flow projections, and processing client information. He was promoted to Associate in March 2023.

Prior to joining Henssler, Mr. Weidie interned for Congressman Steven M. Palazzo, serving Mississippi’s fourth congressional district. In his role in Washington, Mr. Weidie assisted with constituent services, office administration and organization, schedule planning, drafting policy and form letters, and conducting research on a variety of policies.

Mr. Weidie earned a Bachelor of Arts in History from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ Certificant and holds the Certified Wealth Strategist® (CWS®) designation.

Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • Certified Wealth Strategist®

  • 8 Years of Financial Services Experience

Contact

  • (678) 797-3795

  • Email Josh

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