• 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 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.


     

    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 27, 2016 and August 22, 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.
    ***Barron's: As reported in Barron's June 7, 2014. Based on assets under management, revenue produced for the firm, regulatory record and quality of practice and philanthropic work. Financial Times The 2014 Financial Times Top 100 Women Financial Advisors  is an independent listing produced by the Financial Times (November, 2014). The FT 100 is based on data gathered from firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.  Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 100. 

     
     
     


     

    In the News


    August 27, 2016

    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.

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    August 3, 2016

    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.

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    June 16, 2016

    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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    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 in determining 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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