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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 20 on Barron's list of America's Top 100 Independent Wealth Advisors for the past four 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 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 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.
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.
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 in determining the rankings include assets under management, AUM growth rate, years of experience, compliance record, industry certifications, and online accessibility.
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,
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...
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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