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:
Charles Zhang has been consistently ranked as one of America's Top Wealth Advisors by Forbes. Charles was ranked #4 in the nation for 2023, #6 in the nation for 2022 and 2021, #7 in the nation for 2020, #6 in the nation for 2019, and #7 in the nation for 2018*. He is the highest ranked Independent Advisor on the list as well as the highest ranked NAPFA-Registered Fee-Only Financial Advisor on the list. Charles was also named the #1 Wealth Advisor in the state of Michigan by Forbes for 2018, 2019, 2020, 2021, 2022, and 2023*.
Zhang Financial has been ranked #6 in the nation on Forbes' list of America's Top RIA (Registered Investment Advisor) Firms for 2023. Zhang Financial is also the highest ranked firm on the list that is free from conflicts of interest that arise from selling proprietary products, engaging in principal trading, third party payments, revenue sharing, receiving commissions, kick-backs, or soft dollars.
BARRON'S
Charles Zhang has been ranked #1 in the nation on Barron's list of America's Top 100 Independent Wealth Advisors for 2023 and has been ranked in the top 10 since 2015*. Charles is currently the highest ranked NAPFA-Registered Fee-Only Financial Advisor on the list.*. Charles has been named the #1 Financial Advisor in Michigan by Barron's for the past 12 consecutive years beginning in 2013 through 2024.* 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*.
Zhang Financial has been named the winner of the 2022 Better Business Bureau's Torch Award for Ethics. The Torch Award for Ethics is the most prestigious honor the BBB can present to exceptional organizations for their dedication to integrity and ethical practices.
Lynn Chen-Zhang has been named to Investopedia's list of the TOP 100 Most Influential Financial Advisors of 2023.
Financial Advisor Magazine has ranked Zhang Financial as one of the nation’s Top RIAs for 2023. Additionally, Zhang Financial is listed as the highest-ranked fee-only RIA in the state of Michigan. This will mark Zhang Financial’s fifth time being ranked on FA Magazine's Top RIA list. The RIA ranking is based on AUM as of 12/31/2022.
THE WALL STREET JOURNAL.
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.
Charles and Lynn Zhang both appeared on various CNBC segments, including Power Lunch and Closing Bell, to share their knowledge and expertise.
Charles Zhang was featured in a Fox Business News segment for his thoughts on the overall market conditions during the volatile market.
*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.
*See Full Ranking Disclosure
Zhang Financial
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.
