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 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.
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 interests at all times."
In an industry tarnished by mistrust and deceit, we are confident you will appreciate working with independent Fee-Only Certified Financial Planners (CFP®) that will truly put your interests first.
*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.
Please click on one of the quick links below to learn more about our firm and discover how we can help you set a new standard for your financial future.
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In The News More News
Comments from one of America's Top 100 Women Financial Advisors
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.
February 23, 2015
State Champion, Charles Zhang is the #1 Financial Advisor in Michigan for the third year in a row.
November 19, 2014
Lynn Chen-Zhang was selected as one of the country's Top 100 Women Financial Advisers by Financial Times, November 19, 2014.
August 23, 2014
Barron's has once again recognized Charles Zhang, CFP®, by including him on the Top 100 Independent Wealth Advisors list for 2014.
June 7, 2014
Lynn Chen-Zhang was recognized as one of the nation's Top 100 Women Financial Advisors and #1 Female Financial Advisor in Michigan
February 22, 2014
State Champion, Charles Zhang is the #1 Financial Advisor in Michigan
Ranked #1: Charles Zhang
February 11, 2013
Charles Zhang, managing partner at Portage, Mich.-based Zhang Financial was interviewed for article "Budget Cuts May Give Market Reality Check" read more
February 08, 2013
Charles Zhang, managing partner at Portage, Mich.-based Zhang Financial was interviewed for article "As Stocks Surge, Is It Time for Some Protection?" read more
August 25, 2012
Charles Zhang, CFP, was named Michigan's #1 Independent Financial Advisor in Michigan, and #20 Nationwide in 2012. Ranking criteria includes volume of assets, revenues generated for the firm, and quality of practices. Mr. Zhang has made numerous appearances on the Barron's lists since 2004. 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