A complete list of active advisors currently associated with Henssler Financial

Warmer can help you find a great advisor at Henssler Financial or one who fits your needs even better.

Henssler Financial is a multi‑team registered investment adviser that serves a mix of individual clients (including high‑net‑worth households), other investment advisers, registered investment companies, pension plans and municipal clients. The firm provides comprehensive financial planning, discretionary and non‑discretionary portfolio management, automated ETF strategies through Schwab’s Institutional Intelligent Portfolios, sub‑advisory services, and pension and institutional investment management. The firm’s investment approach is anchored by a cash‑flow driven “Ten Year Rule,” which funds near‑term liquidity needs with fixed‑income securities and allocates longer‑horizon assets to high‑quality equities selected through a quantitative and qualitative screening process (including third‑party ratings and the firm’s proprietary Henssler IQ). Henssler uses model portfolios that can be customized for individual clients, engages separate account managers when appropriate, and offers automated rebalancing and tax‑loss harvesting for eligible accounts. Henssler’s structure and affiliations distinguish it from many peers: the firm is connected with an affiliated accounting/tax practice, an affiliated real‑estate brokerage and property management entities, and maintains relationships with a law firm for client referrals; it also sponsors and manages private real‑estate funds and acts as sub‑adviser to a registered mutual fund. These operating and referral arrangements, together with the firm’s media presence (a long‑running radio/podcast program) and programs to serve other advisers and investment companies, are disclosed in the brochure and may give rise to referral or conflict‑of‑interest considerations.

To learn more about the advisors currently working at Henssler Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.