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. Managing more than $1.5 billion in client wealth*, Zhang Financial takes pride in working free from conflicts of interest, proprietary products, investment banking and other questionable business practices. We are independent financial advisors committed to providing our clients with ongoing unbiased advice and support, personal attention, periodic portfolio rebalancing and asset allocation analysis. We are passionate about our client’s success and are exceedingly proud to serve as their advisor.
Our Mission Statement
"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 interest at all times."
At Zhang Financial we work to benefit and enrich the lives of our clients by upholding our high standard of care. We strive to be a nationally recognized, highly ranked independent financial services firm offering our clients customized financial advice, first-class service, and an open-architecture investment platform for a competitive price.
In an industry that has been tarnished by mistrust and deceit, we are confident you will appreciate working with independent Certified Financial Planners(CFP®) and professional staff that will truly put your best interests first.
Learn how one of the nation’s Top Financial Advisors will work to exceed your expectations and help you realize a new standard for your financial future.
*Includes discretionary assets, 401k/employee retirement plans and other assets as of 2/2012.
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In The News More News
April 14, 2012
Charles C. Zhang, CFP, was named one of the nation's Top 100 Financial Advisors in 2012 by Barron's. This honor has been received by Mr. Zhang eight times since the inception of the list in 2004. Ranking criteria includes volume of assets, revenues generated for the firm, and quality of practice. read more
April 9, 2012
Charles C. Zhang, managing partner of Zhang Financial, was ranked once again as West Michigan's #1 Certified Financial Planner by the Grand Rapids Business Journal. The ranking is based on 2011 assets under management. read more
September 7, 2011
From last July through the end of August, the Standard & Poor's 500-stock index fell 9.4%, erasing months of gains.read more
September 2, 2010
Charles Zhang was feautred in The Wall Street Journal article "Bullish on Commodities" by Shefali Anand.... read more.
May 28, 2009
Charles Zhang, managing partner of Zhang Financial, was quoted in BusinessWeek article "Finding Higher Returns With Lower Risk". read more.