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
1) Charles Zhang was Ranked #1 on Barron’s List of 2025 Top Independent Advisors.
The rankings were released September 15, 2025, covering the 12-month period ending June 30, 2025. Zhang Financial does not pay a fee to be considered for or included on Barron’s rankings. Zhang Financial pays a licensing fee to use the ranking in marketing materials.
2) Charles Zhang was ranked #1 in Michigan on Barron's list of 2026 Top 1,500 Financial Advisors (State-by-State).
Barron's 2026 list was released March 20, 2026, covering the 12-month period ending December 31, 2025. Zhang Financial does not pay a fee to be considered for or included on Barron’s rankings. Zhang Financial pays a licensing fee to use the ranking in marketing materials.
Click here for full ranking criteria and methodology.
1) Charles Zhang was ranked #4 on Forbes America’s Top Wealth Advisor List(2025). Among the advisors on the list not affiliated with a wirehouse firm, Charles was the highest ranked.
Forbes 2025 list was released April 8, 2025, data as of June 30, 2024. Zhang Financial does not pay a fee to be considered for or included on Forbes rankings. We pay a license fee to use the ranking in marketing materials.
2) Charles Zhang was ranked #1 in Michigan on Forbes list of Best-In-State Wealth Advisor 2025.
The ranking was released April 8, 2025, data as of June 30, 2024. Zhang Financial does not pay a fee to be considered for or included on Forbes rankings. We pay a license fee to use the ranking in marketing materials.
3) Zhang Financial is ranked #7 on the Forbes 2025 America’s Top RIA Firms list. It is the highest-ranked Michigan-Based Firm.
The ranking was released on October 1, 2025, data as of 3/31/25. Zhang Financial does not pay a fee to be considered for or included on Frobes rankings. We pay a license fee to use the ranking in marketing materials.
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.
