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The mission of Zhang Financial is to provide each of our clients with sound unbiased advice, excellent service, and unsurpassed products while acting in their best interests at all times.
Charles has been ranked in the top 20 on Barron's list of Top 100 Independent Wealth Advisors for the past three years and is currently the highest ranking Fee-Only NAPFA-Registered Financial Advisor on the list.
Lynn was recognized as one of the Nation's Top 100 Women Financial Advisors by both Barron's and The Financial Times in 2014.
Zhang Financial is a fee-only advisory firm and proud member of NAPFA, the National Association of Personal Financial Advisors. 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. For the past three years, Charles Zhang, CFP®, has been consistently placed in the top 20 on Barron's list of Top 100 Independent Wealth Advisors and is currently the highest ranking fee-only NAPFA-Registered Financial Advisor on the list.*
With more than $2 billion in client wealth 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 safe custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service.
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...
Charles C. Zhang has been selected as one of the nation's Top 400 Financial Advisors by Financial Times, March 25, 2015.
Lynn Chen-Zhang, CPA, CFP was featured in The Wall Street Journal's article Diversifying a Client's Stock Options. In the article, Lynn illustrates the importance of diversifying stock options by using a technique she developed in 1999.
State Champion, Charles Zhang is the #1 Financial Advisor in Michigan for the third year in a row.
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