GW Henssler & Associates LTD
G.W. Henssler & Associates, Ltd. is an independent, fee-based wealth management and investment advisory firm headquartered in Kennesaw, Georgia. Founded in 1987 by Dr. Gene Henssler, the firm has expanded from a part-time consulting business into one of the largest independent firms in Atlanta, currently offering comprehensive financial planning, investment management, tax, estate, and retirement services. Their team serves individuals, high-net-worth families, corporate pension plans, trusts, charities, municipalities, other investment advisors, mutual funds, and institutions. As of 2025, they have approximately 3.6 billion USD in assets under advisement and more than 1,600 clients. The firm is known for its client-centric approach, personalized service, and commitment to transparency.
Investment Strategy
Henssler Financial's core investment philosophy is the 'Ten Year Rule.' Their strategy involves allocating any funds a client will need within the next ten years to fixed income securities, while longer-term funds are strategically invested in high-quality individual equities or mutual funds. The firm uses fundamental analysis to avoid clients having to sell equities in depressed conditions for short-term liquidity and emphasizes individualized portfolio construction based on specific goals, cash flow projections, and risk tolerance. Their experts craft diversified portfolios tailored to each individual, trust, or business client, with the flexibility to accommodate restrictions or customized strategies.
Top Holdings
Equity Positions (186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFD | FIRST TR EXCHNG TRADED FD VI | 5.62% | $105.2M | 3,959,449 | $19.75 | $26.56 | -$953.7K |
A AAPL | APPLE INC | 3.44% | $64.5M | 314,217 | $34.24 | $205.17 | -$4.6M |
M MSFT | MICROSOFT CORP | 3.24% | $60.7M | 121,970 | $148.64 | $497.41 | +$15.1M |
I IJJ | ISHARES TR | 2.98% | $55.8M | 451,897 | $104.99 | $123.58 | +$2.5M |
M META | META PLATFORMS INC | 2.78% | $52.0M | 70,442 | $282.17 | $738.09 | +$12.5M |