SEPTEMBER 2023, Kennesaw, Ga.— Henssler Financial ranks at No. 87 on CNBC’s Financial Adviser 100 list, published on Sept. 12, 2023. CNBC’s fifth annual ranking considers a variety of factors beyond assets under management and recognizes those advisory firms that help clients navigate through their financial life. Henssler has made the list since 2020.
“I am immensely proud to see us recognized on CNBC’s list of top-rated advisers. This is a testament to the dedication and unwavering commitment of our incredible team,” said Chief Operating Officer and Principal Stacy Haubenschild. “Recognition like this reflects our relentless drive to exceed expectations.”
CNBC, a recognized world leader in business news and source for real-time financial market coverage, recognizes that financial advisers aren’t just for the wealthy. Working with an adviser is an excellent decision for anyone wanting to get their personal finances on track and set long-term objectives. The CNBC ranking is meant to be a starting point for individual investors looking for a financial adviser.
“We prioritize our clients by understanding their unique needs, delivering exceptional value, and maintaining open lines of communication,” added Haubenschild. “Recognition like this is a testament to our client-centric approach, where we believe in partnerships, not transactions. This trust and dedication are the cornerstones of our top-rated reputation.”
View the list: https://www.cnbc.com/2023/09/12/fa-100-cnbc-ranks-the-top-rated-financial-advisory-firms-of-2023.html
About the CNBC FA 100 List
CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.
The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.
CNBC receives no compensation from placing financial advisory firms on our list. Additionally, an advisor’s appearance on our ranking does not constitute an individual endorsement by CNBC of any firm.
Learn more about the methodology: https://www.cnbc.com/2023/09/12/heres-how-we-determine-the-fa-100-ranking-for-2023.html
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
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