The Henssler Financial Group Celebrates 20 Years in Business

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Kennesaw money management firm grew from part-time business to one of the largest independent financial advisory firms in Atlanta.

"Lower Level, Suite B" was the nickname for Dr. Gene's basement office where he ran his part-time consulting business from his home. Two decades later "Lower Level, Suite B" serves as storage for holiday decorations; however, the business is now a 60+ employee financial consulting and wealth management firm celebrating 20 years in business.

"I am overwhelmed when I think of how far we've come," Gene W. Henssler, Ph.D. said. "All of our accomplishments are due in part to the superb team of Associates and Assistants who have joined me over the years. However, most of our success comes from the clients who have trusted us with their wealth so that we could achieve our goals together."

The Henssler Financial Group is one of the largest independent financial advisory firms in Atlanta with assets under advisement of more than $1.2 billion as of June 30, 2008. The firm 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 began while Henssler was teaching finance at Kennesaw State University, and he had just begun his weekly call-in show "Money Talks" on Atlanta radio. After providing callers his fact-based, no nonsense advice on air, fans of his show asked him to apply his approach to their own financial endeavors.

When he began financial consulting more than 20 years ago, there were few money managers who worked on a fee-only basis, charging solely for their advice. Henssler provided financial planning advice on retirement savings, college planning and providing for elders, in addition to investment advice on specific holdings.

"We've seen amazing bull and bear markets and multiple asset bubbles come and go. Market conditions are always changing, but we are steadfast in our investment philosophy. That is why nearly 60 percent of our client base has been with us since our basement days," Henssler said.

Oftentimes, clients would begin fervently working to implement the plan Henssler developed, but then life would intervene. Many of them would find themselves off track within a year. The firm's first management program was developed in 1991, allowing the firm to actively manage clients' funds. Henssler would sit with his clients and suggest they have their money managed on a percentage-fee basis.

As Henssler's client base grew, so did the company. The financial advisory firm grew to include an in-house research department and full-service tax and accounting division. In 2004, the firm moved into their 23,000 square foot, custom-built building in Kennesaw, Ga. The firm announced the formation of DiLuzio & Henssler, Inc., in 2007, which also provides tax preparation and consulting, and expands their services to include due diligence, review engagements, compilation engagements, and business consulting. The Henssler Financial Group meets clients at the Kennesaw office and at their satellite office in Perimeter/Sandy Springs.

While Henssler has retired from teaching and the advisory firm has evolved to keep up with technology, the fundamentals have not changed.

"We remain a fee-only adviser and our management programs are charged on a percentage of assets under management. As our clients' portfolios perform better, so do we," said Henssler.

Additionally, Henssler and his staff continue to host "Money Talks" Atlanta's longest running, most respected money show on radio. "Money Talks," now on 920 AM WGKA, airs Sundays from 9 to 11 a.m. Join Dr. Gene Henssler, Bil Lako, CFP®, and Ted Parrish, CFA during the weekly call-in radio show to have your money questions answered with same the fact-based, no nonsense approach that Dr. Gene has provided to listeners for 21 years.

About The Henssler Financial Group

The Henssler Financial Group has been delivering comprehensive financial solutions to its individual, corporate and institutional clients for 20 years. Founded in 1987 by Gene W. Henssler, Ph.D., The Henssler Financial Group provides solutions that incorporate a range of services including wealth management, financial planning, tax preparation and consulting, small-business retirement planning and estate planning.

More information on The Henssler Financial Group can be found on the firm's Web site, http://www.henssler.com, in addition to an extensive library of articles on a variety of financial topics.

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Kelly-Lynne Scalice
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