Industry Recognition

Zhang Financial has been nationally recognized for its quality of practices, financial expertise, client service, and unbiased investment advice by many major financial publications.

Our most recent industry recognitions include:

Forbes Logo

Charles Zhang has been consistently ranked as one of America's Top Wealth Advisors by Forbes. Charles was ranked #8 in the nation for 2017 and is the highest ranking Independent Advisor on the list.

Barron's Logo

Charles Zhang has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors for 2015, 2016, and 2017 and is currently the highest ranking fee-only NAPFA-Registered Financial Advisor on the list.*. Charles was named the #1 Financial Advisor in Michigan in 2013, 2014, 2015, 2016, and 2017. Lynn Chen-Zhang has been recognized as one of the nation's Top 100 Women Financial Advisors and #1 Female Financial Advisor in Michigan in 2014.

Financial Times logo

Charles Zhang was ranked in the 2013, 2014, 2015 and 2016 Financial Times list of Top 400 Financial Advisors. The list considers the advisors assets under management, asset growth, compliance record, experience, credentials and accessibility. Charles was also ranked in the 2015 and 2016 Financial Times list of Top 300 Registered Investment Advisors. Lynn Chen-Zhang was selected as one of the country's Top 100 Women Financial Advisers by Financial Times in 2014.1

financial planning logo

Zhang Financial was ranked in the Top 150 on Financial Planning Magazine's list of the country's Top RIAs in 2016 and 2017. Rankings are based on discretionary and non-discretionary assets under management listed on SEC Form ADV. To capture independent fee-only planning firms, every effort is made to exclude firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors. As of May 2014, Meridian-IQ estimates that there are 31,739 total RIA (Registered Investment Advisor) firms in the United States.

WSJ Logo

Charles C. Zhang, CFP®, was featured as one of four prominent financial advisors interviewed for an article in The Wall Street Journal on September 7, 2011. Lynn Chen-Zhang, CPA, CFP®, was featured in The Wall Street Journal's article "Community Relations: Thriving in a Small City" on October 4, 2017.  She was also featured in the Wall Street Journal's article "Diversifying a Client's Stock Options" on March 11, 2015. 

registered rep

Charles Zhang ranked in the Top 3 on Registered Rep’s list of "America’s Top 100 Independent Advisors", August 2010.

CNBC Logo

Charles and Lynn Zhang both appeared on various CNBC segments, including Power Lunch and Closing Bell, to share their knowledge and expertise.

Fox Business Logo

Charles Zhang was featured in a Fox Business News segment for his thoughts on the overall market conditions during the volatile market.

Medical Economics Logo

Charles Zhang was selected from 2011 through 2017 as one of the Best Financial Advisors for Doctors by Medical Economics. In 2015 and 2016, Lynn Chen-Zhang was also selected as one of the Best Financial Advisors for Doctors by Medical Economics.

Dental Practice Management Logo

Charles Zhang was listed in 2012 through 2017, and Lynn Chen-Zhang was listed in 2015 and 2016, as one of the best Financial Advisors for Dentists by the Dental Practice Report.

Worth logo

Charles Zhang was named as one of the Top 100 Wealth Advisors in the United States 2004-2008.***

research-logo

Zhang Financial was ranked the #1 Family Team in the country 2004-2008.**

* *The ranking 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. For Fee-Only status see NAPFA.org.
**Worth magazine no longer publishes the Top 100 Wealth Advisors list.
***Research magazine no longer publishes the Top Family Team list.
1 The 2014 Financial Times Top 100 Women Financial Advisers 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 advisers 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.

PUT AMERICA'S TOP NAPFA-REGISTERED FEE-ONLY FINANCIAL ADVISOR TO WORK FOR YOU.

Zhang Financial

5931 Oakland Drive Portage, MI 49024
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

 

Minimum investment requirement: $500,000 in Michigan, $1,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.