NOVEMBER 2023. KENNESAW, Ga.— Honored for their outstanding service, six financial professionals from Henssler Financial were named to the 2023 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners published in the October 2023 issue of Atlanta Magazine.
William G. Lako, Jr., CFP®; Jennifer J. Thomas, CFP®; James Barker, CWS®; Adam Ledbetter, CFP®; K.C. Smith, CFP®, CEPA, and Logan Daniel, CFP®, CRPC®, were among 237 named to the list, out of the 3,209 Atlanta-area wealth managers considered for the award. The resulting list represents wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice.
“We express our heartfelt gratitude for being acknowledged as outstanding financial professionals in Atlanta,” said William G. Lako, Jr., CFP®, Principal and President of Henssler Financial. “We are exceptionally privileged to be surrounded by a dedicated support team who share our profound passion for serving others. Our commitment to excellence extends to our clients, internal teams, community, and one another.”
Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2023 Five Star Wealth Managers. Other factors considered include assets under management and client retention rate. A thorough regulatory review of reported complaints and disciplinary actions are conducted for each award candidate, and consumer feedback is gathered to augment the process.
Working with a Five Star Wealth Manager or any wealth manager is no guarantee of 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.
View the list: https://fivestarprofessional.com/awardwinners/atlwm
About The Five Star Program:
The Five Star Wealth Manager award is administered by 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.
Learn more about the methodology: https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf
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