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

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ACCOUNT PROTECTION

LPL Financial is a member firm of the Securities Investor Protection Corporation (SIPC). Membership provides account protection...

SIPC Protected

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About Zhang Financial

WHO WE ARE

Zhang Financial sets a new standard for your finances. Established three decades ago,¹ 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.

For the past eight years, Charles Zhang, CFP^®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors. In 2021 he was ranked #1 in the nation and he is currently the highest-ranked Fee-Only NAPFA-Registered Financial Advisor on the list.^* Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2023 and is the highest-ranked Independent Advisor on the list.^*

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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.