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The mission of Zhang Financial is to provide each of our clients with unbiased advice, excellent service, and unsurpassed products while serving their best interests at all times.
Charles has been ranked in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors for the past two years and is currently the highest ranking Fee-Only NAPFA-Registered Financial Advisor on the list.**
Lynn has been recognized as one of the Nation's Top 100 Women Financial Advisors by both Barron's and the Financial Times.***
Zhang Financial is a fee-only advisory firm and a proud member of the National Association of Personal Financial Advisors, otherwise known as NAPFA. NAPFA members must adhere to demanding practice requirements including fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments.
Zhang Financial sets a new standard for your finances. Established more than two decades ago,1 Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Zhang Financial is ranked one of the Top 300 Registered Investment Advisors in the nation by the Financial Times.* For the past two years, Charles Zhang, CFP®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors and is currently the highest ranking Fee-Only NAPFA-Registered Financial Advisor on the list.** Zhang Financial is also known for its commitment to philanthropy, especially within our local community. See Giving Back
With more than $2 billion in assets under management,2 Zhang Financial takes pride in working without conflicts of interest, proprietary products, investment banking, and other questionable business practices. We are committed to upholding a fiduciary standard, providing our clients with customized and unbiased financial advice, first class service, and an open-architecture investment platform for a competitive price. Ranked as Michigan's #1 Financial Advisor,† Charles Zhang provides personalized investment recommendations to every client in our firm. Your assets are either in the custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service.
Charles C. Zhang has been ranked in the top 10 on Barron's list of America's Top 100 Independent Financial Advisors for the second year in a row and continues to be the highest ranking Fee-Only NAPFA-Registered Financial Advisor on the list.
Charles C. Zhang has been recognized as one of America's Top Wealth Advisors by Forbes for 2016. Charles is ranked #16 in the nation and is the highest ranking NAPFA-Registered fee-only advisor on the list. Inclusion on the list is based on factors such as revenue trends, assets under management, compliance record, industry experience, and best practices.
The Financial Times has recognized Zhang Financial as one of the Top 300 Registered Investment Advisors for 2016. Factors used to determine inclusion on the list are assets under management, asset growth, the company's age, industry certifications of key employees, SEC compliance record, and online accessibility.
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