• Welcome to Zhang Financial

    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 Financial Times.* For the past four years, Charles Zhang, CFP®, has been consistently placed in the top 20 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 in the custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service.


     

    Top 100 Financial Advisor Image - Zhang Financial    Financial Advisors, Fee Only Image - Zhang Financial      FT 300 Logo 2015 Web
     


     

     
    1Zhang Financial formerly operated under dba Zhang & Associates
    2Zhang Financial's regulatory Assets Under Management can be found in Item 5.F of Zhang Financial's Form ADV 1, available at http://www.adviserinfo.sec.gov.  
    As reported in Barron's February 18, 2013, February 22, 2014, February 23, 2015 and March 5, 2016. Based on assets under management, revenue generated for advisors' firms, quality of practices and other factors.
    *FT 300 Disclosure: The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
    **As reported in Barron's August 25, 2012, August 24, 2013, August 23, 2014 and August 24, 2015. The rankings reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, the quality of the advisors' practices and other factors.

     
     
     


     

    In The News


    March 31, 2016

    Charles C. Zhang was selected as a member of the 2016 Financial Times 400 Top Advisors. Charles has been on the list every year since it's inception. Factors included in the rankings include assets under management, AUM growth rate, years of experience, compliance record, industry certifications and online accessibility.

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    March 5, 2016

    State Champion, Charles Zhang has been ranked by Barron's as the #1 Financial Advisor in Michigan for the fourth year in a row.  As reported by Charles Keenan in Barron's article 2016 Top Advisor Rankings by State,

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    August 24, 2015

    Charles Zhang was ranked in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors for 2015.  Out of the top 10, Charles is the only Fee-Only NAPFA-Registered Financial Advisor on the list...

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    June 24, 2015

    Charles Zhang was quoted in The Wall Street Journal’s article, Advisers Wary as Indexes Add China A-Shares written by Daisy Maxey. The article discusses the concern over A-shares being added to the emerging-markets indexes and funds...

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