• Welcome to Zhang Financial

    Zhang Financial sets a new standard for your finances. Established more than two decades ago,* 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,** 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.


     

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    *Zhang Financial formerly operated under dba Zhang & Associates.
    **Includes discretionary assets of $848,088,086, 401k/employee retirement plans and other assets as of 01/31/2015.
    ***Rankings based on AUM, regulatory record and other factors as of 2/23/2015. Visit www.barrons.com for more information.


     

    In The News


    March 25, 2015

    Charles C. Zhang has been selected as one of the nation's Top 400 Financial Advisors by Financial Times, March 25, 2015.

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    March 11, 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.

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    February 23, 2015

    State Champion, Charles Zhang is the #1 Financial Advisor in Michigan for the third year in a row.

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