OCTOBER 2019. KENNESAW, Ga.— Honored for their outstanding service, five financial professionals 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 2019 issue of Atlanta Magazine.
William G. Lako, Jr., CFP®; Jennifer J. Thomas, CFP®, D. James Barker, CWS®; Adam Ledbetter, CFP®; K.C. Smith, CFP®, CEPA; Shawna Theriault, C.P.A., CFP®, CDFA®, were among the 285 who were named to the list, out of the 3,197 managers who were considered. The final list of 2019 Atlanta Five Star Wealth Managers is a select group, representing around 9% of candidates in the area.
“It is exceptionally special when clients and peers recognize our integrity,” said firm Principal and President, William G. Lako, Jr., CFP®. “We are committed in our philosophy of vigilantly monitoring portfolios, providing exceptional service, and maintaining the confidence required for a successful client relationship.”
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.
“Our biggest asset is our reputation, and it holds true in measures like this. This recognition is proof that we also differentiate ourselves through service, placing the clients’ priorities at the heart of their strategy to secure a bright future,” said Principal and Chief Operating Officer, Stacy Haubenschild.
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 $2.03 billion, as of September 30, 2019, 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