- Top Workplaces
- Henssler Financial
Henssler Financial
Henssler Financial is one of the largest independent wealth management firms in Atlanta. We provide solutions that incorporate a range of services including wealth management, financial planning, tax preparation and consulting, corporate retirement planning and estate planning. For nearly 40 years, we have helped clients gain clarity on their financial situation by asking the right questions and helping them to prioritize their goals. After exploring their financial circumstances, we create customized cash flow projections that apply our Ten Year Rule across multiple scenarios. The combination of these projections and a financial plan prepares our clients for the road ahead. Our clients gain peace of mind knowing that experts monitor their plan and make adjustments along the way to accommodate life’s curve balls.
Purpose
Serve Others by Seeking Solutions
We believe in listening to our clients so that we can understand and meet their needs.
We believe in listening to our clients so that we can understand and meet their needs.
Vision
Invest in Others isn’t just a phrase—it’s how we operate. We bring it to life through three key areas: our clients, our employees, and our community.
We invest in our clients through education. A former college professor, Dr. Gene built Henssler Financial on this foundation. Through meetings, events, and our weekly “Henssler Money Talks” podcast, we help clients understand today’s financial, tax, and economic landscape—and the adjustments we make to keep their plans on track. This level of transparency is often missing in our industry.
We invest in our employees by supporting their growth—encouraging professional designations and advanced degrees. As they grow, so does the depth of service we provide. We also prioritize work-life balance with flexible schedules, remote options, quarterly events, and a culture that values truly knowing our team members and their families. We consider this a family.
Finally, we invest in our community—not just by writing checks, but by showing up. From educational seminars to hands-on volunteer efforts, our team is actively involved. We support student groups at Kennesaw State University, offer financial education and mentorship, host food drives, provide holiday gifts, and organize firm-wide giving initiatives—all in support of the communities we serve.
Our employees come to work to make a difference—helping clients achieve their goals and strengthening the communities we serve.
We invest in our clients through education. A former college professor, Dr. Gene built Henssler Financial on this foundation. Through meetings, events, and our weekly “Henssler Money Talks” podcast, we help clients understand today’s financial, tax, and economic landscape—and the adjustments we make to keep their plans on track. This level of transparency is often missing in our industry.
We invest in our employees by supporting their growth—encouraging professional designations and advanced degrees. As they grow, so does the depth of service we provide. We also prioritize work-life balance with flexible schedules, remote options, quarterly events, and a culture that values truly knowing our team members and their families. We consider this a family.
Finally, we invest in our community—not just by writing checks, but by showing up. From educational seminars to hands-on volunteer efforts, our team is actively involved. We support student groups at Kennesaw State University, offer financial education and mentorship, host food drives, provide holiday gifts, and organize firm-wide giving initiatives—all in support of the communities we serve.
Our employees come to work to make a difference—helping clients achieve their goals and strengthening the communities we serve.
Mission
We help clients Live Ready through clarity, preparedness and peace of mind.
1. CLARITY: We help our clients clarify their goals by listening to them and learning about their situation and goals. By paying attention to these needs, we are able to ask thoughtful questions and discover underlying issues and desires. Next we examine their income sources and financial habits, which in turn influence our strategy and recommendations.
2. PREPAREDNESS: Once we have clarified our client's goals, we create cash flow projections by applying our Ten Year Rule investment philosophy across multiple scenarios. We then review our clients taxes, estate plan, and insurance to make sure all pieces work in concert. Once the client picks a financial plan to follow, we implement it, providing solutions tailored to their needs.
3. PEACE OF MIND: Once a client's plan has been implemented, we track progress while maintaining flexibility in the plan to accommodate market fluctuations or life changes. If updates are needed, we will revise your plan, adjusting for changes in our client's life, goals, or risk tolerances. To ensure expectations are met or exceeded, we keep client's up-to-date with any changes to their plan or accounts.
1. CLARITY: We help our clients clarify their goals by listening to them and learning about their situation and goals. By paying attention to these needs, we are able to ask thoughtful questions and discover underlying issues and desires. Next we examine their income sources and financial habits, which in turn influence our strategy and recommendations.
2. PREPAREDNESS: Once we have clarified our client's goals, we create cash flow projections by applying our Ten Year Rule investment philosophy across multiple scenarios. We then review our clients taxes, estate plan, and insurance to make sure all pieces work in concert. Once the client picks a financial plan to follow, we implement it, providing solutions tailored to their needs.
3. PEACE OF MIND: Once a client's plan has been implemented, we track progress while maintaining flexibility in the plan to accommodate market fluctuations or life changes. If updates are needed, we will revise your plan, adjusting for changes in our client's life, goals, or risk tolerances. To ensure expectations are met or exceeded, we keep client's up-to-date with any changes to their plan or accounts.
Values
- Learning
Headquarters
Kennesaw, GA
Employees
87 US Employees
Industry
Financial Advisors
We're Hiring!
Recent Awards
Company Snapshots
