Welcome to Zhang Financial
A FEE-ONLY ADVISORY FIRM
WHY ZHANG FINANCIAL
Zhang Financial is a fee-only advisory firm and proud member of NAPFA, the National Association of Personal Financial Advisors.
Why Choose Zhang?
FEE-ONLY ADVISOR
Zhang Financial is a fee-only advisory firm. Charles and Lynn are proud members of NAPFA, the National Association of Personal Financial Advisors.
Why Fee-Only?
INDUSTRY RECOGNITION
Zhang Financial has been nationally recognized for its quality of practices, financial expertise, client service, and unbiased investment advice.
Nationally Recognized
ACCOUNT PROTECTION
LPL Financial is a member firm of the Securities Investor Protection Corporation (SIPC). Membership provides account protection...
SIPC Protected
About Zhang Financial
WHO WE ARE
Zhang Financial, with over $6.5 billion in assets under management,1 sets a new standard for your finances. Established more than three decades ago,2 Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success.
Charles Zhang, CFP®, was ranked #1 in 2024, 2023, and 2021 on Barron's list of America's Top 100 Independent Wealth Advisors and has placed in the top 2 on the list for the past six years. Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2024 and is the highest-ranking Fee-Only NAPFA-Registered Financial Advisor on the list.*
Zhang Financial is also known for its commitment to philanthropy, especially within our local community. See Giving Back.
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.
INFORMATIONAL VIDEOS
WEALTH MANAGEMENT
Why Choose a Fee-Only Advisor?
Why Read ADV Before Investing?
Do you Know your Advisor as well as the SEC?
OUR FOUNDERS
EXECUTIVE OFFICERS
CHARLES ZHANG
CFP®, MBA, MSFS, ChFC, CLU,
Founder and President
Founder and President
LYNN CHEN-ZHANG
CFP®, CPA, MBA, MSA
CEO
CEO and Chief Compliance Officer
Meet the rest of the leadership team at Zhang Financial.
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.
