OCTOBER 2012, Kennesaw, Ga.—As a result of their commitment, 15 associates from Henssler Financial were named on the 2012 Five Star Wealth Manager list in the October issue of Atlanta Magazine. This recognition marks the fifth consecutive year associates from the firm have made the list.
Gene W. Henssler, Ph.D.; Pat Henssler, C.P.A.; D. James Barker, CWS®; Emily Cowan, C.P.A.; Elizabeth Murphy, CFP®; Ben Crowe, CFP®, CFA, C.P.A.; Daniel J. DiLuzio, C.P.A.; Scott L. Keller, CFA; William G. Lako, Jr. CFP®; Suzanne Lako; Steve Michael; Theodore L. Parrish, CFA, and Jennifer J. Thomas, CFP®, were among the 607 wealth managers named to the list. The resulting list represents wealth managers who satisfied 10 objective eligibility and evaluation criteria associated with wealth managers, who provide quality services.
“With more than 18,400 wealth managers in Atlanta, I am humbled to learn we were among the less than 4% who were selected for this list,” firm owner Dr. Henssler said. “It’s truly rewarding to know our clients value the services we offer and place trust in our investment advice. Our goal is to help them Live Ready for life’s financial ups and downs.”
Five Star Professional conducts market-specific research to identify service professionals who provide quality service to clients. The research team surveyed more than 47,300 households identified as having a high propensity to use the services of wealth managers, as well as a survey to more than 10,800 registered financial services professionals in the Atlanta area.
The team focused on five points of eligibility: credentialed as an investment advisory representative, a FINRA-registered representative, a CPA or licensed attorney; actively employed as a credentialed professional in the financial services industry for a minimum of five years; favorable regulatory and complaint history review; fulfilled their firm review based on internal standards, and accepting new clients.
Each wealth manager was also reviewed for disciplinary actions, customer complaints and regulatory actions, as reported by regulatory agencies. One-year and five-year client retention rates; assets under advisement; number of households served, and education and professional designations were also considered.
“We vigilantly monitor portfolios and aim to provide exceptional service to maintain successful client relationships,” added Lako, one of the firm’s eight principals. “We are extremely proud of our expert staff.”
This article is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be the sole basis in making any decisions and is not intended to replace the advice of a qualified professional, such as a tax consultant, insurance adviser or attorney. Although this material is designed to provide accurate and authoritative information with respect to the subject matter, it may not apply in all situations. Readers are urged to consult with their adviser concerning specific situations and questions. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments, there are associated inherent risks. Please obtain and review all financial material carefully before investing. Henssler is not licensed to offer or sell insurance products, and this overview is not to be construed as an offer to purchase any insurance products.
