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:
BARRON'S
Charles was Ranked #1 on Barron’s List of 2025 Top Independent Advisors
The 2025 list was released on September 15, 2025, based on data for the 12-month period ending June 30, 2025. Zhang Financial does not pay a fee to be considered for or included in Barron’s rankings. The firm pays a licensing fee to Barron’s for the right to use the rankings and logo in marketing materials.
Charles was Ranked #1 in Barron’s List of 2026 Top Advisors in Michigan
The 2026 list was released on March 20, 2026, based on data for the 12-month period ending September 30, 2025. Zhang Financial does not pay a fee to be considered for or included in Barron’s rankings. The firm pays a licensing fee to Barron’s for the right to use the rankings and logo in marketing materials.
Click here for full ranking criteria and methodology.
Charles was Ranked #5 in Forbes List of 2026 America's Top Wealth Advisors, the highest ranked advisor on the list not affiliated with a wirehouse
The 2026 list was released on April 7, 2026, based on data for the 12-month period ending June 30, 2025. Zhang Financial does not pay a fee to be considered for or included in Forbes rankings, which are developed by Shook Research. The firm pays a licensing fee to Forbes for the right to use the rankings and logo in marketing materials. The reference to "non-wirehouse" is based on a review of the firms listed in the 2026 Forbes Ranking.
Charles was ranked #1 in Michigan in Forbes list of 2026 Best-In-State Wealth Advisors
The 2026 list was released April 7, 2026, based on the data for the 12-month period ending June 30, 2025. Zhang Financial does not pay a fee to be considered for or included in Forbes rankings, whicha re developed by Shook Research. The firm pays a licensing fee to Forbes for the right to use the rankings and logo in marketing materials.
Zhang Financial was ranked #7 in Forbes List of 2025 Top RIA Firms and is the highest ranked Michigan-Based RIA on the list
The 2025 list was released on October 1, 2025, based on data for the 12-month period ending March 31, 2025. Zhang Financial does not pay a fee to be considered for or included in Forbes rankings, which are developed by Shook Research. The firm pays a licensing fee to Forbes for the right to use the rankings and logo in marketing materials. The reference to "highest ranked Michigan-Based RIA" is based on an analysis of the Forbes 2025 Top RIA Firms list.
Click here for full ranking criteria and methodology.
Charles Zhang and Lynn Chen-Zhang, have both been named as an Entrepreneur Of The Year® 2024 Michigan and Northwest Ohio Award winner. It’s an honor to be named an Entrepreneur Of The Year winner, the world’s most prestigious business award for entrepreneurs. Charles and Lynn join an esteemed multi-industry community of other entrepreneurs who have driven their companies’ success, transformed their industries, and made a positive impact on their employees and communities.
The award recognizes original founders, transformational CEOs and multigenerational family business leaders who are creating long-term value through their entrepreneurial spirit, purpose, growth and impact.
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.
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.
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.
