OCTOBER 2024. KENNESAW, Ga.—Honored for their outstanding service, seven associates from Henssler Financial were named to the 2024 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners was published in the October 2024 issue of Atlanta Magazine.
William G. Lako, Jr., CFP®; Jennifer J. Thomas, CFP®; Adam Ledbetter, CFP®; James Barker, CWS®; K.C. Smith, CFP®, CEPA; Logan Daniel, CFP®, CRPC®, and Michael Coelho, CFP®, were among 249 professionals selected from the 3,508 wealth managers considered. This list represents Atlanta’s wealth management professionals, whom local consumers say are dedicated to building strong client relationships.
“Being recognized among Atlanta’s Five Star Wealth Managers for 2024 is a testament to our unwavering commitment to our clients and the dedication of our entire team,” said firm owner Dr. Gene Henssler. “At Henssler Financial, we are honored to be acknowledged in the industry for putting our clients’ needs first and delivering the financial guidance they trust.”
The Five Star Wealth Manager award requires wealth managers to meet 10 objective eligibility and evaluation criteria. The final list includes only 7% of the professionals considered. Additional factors assessed include assets under management and client retention rates, with candidates also undergoing a comprehensive regulatory and complaint review.
“Our team’s recognition on the Five Star Wealth Managers list highlights the exceptional talent and dedication within Henssler Financial,” said William G. Lako, CFP®, firm President. “I’m incredibly proud of our staff who have earned this honor through their hard work and commitment to our clients’ success. This achievement reflects our firm’s collective focus on excellence and our client-first approach to financial management.”
Working with a Five Star Wealth Manager or any wealth manager is not a guarantee of future investment success, nor is there any guarantee that the selected wealth managers will receive this honor from 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 approximately $3.46 billion as of September 30, 2024, 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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