Financial Planning Services In New York
Zhang Financial Now in New York
Zhang Financial, a leading fee-only wealth management firm, is pleased to announce the opening of its new office in New York. Located in the renowned One World Trade Center at 285 Fulton St., this expansion marks a significant milestone in the firm’s commitment to serving clients in the New York metro area.
WORK WITH AMERICA'S #1 INDEPENDENT FINANCIAL ADVISOR*
Zhang Financial is nationally recognized for its fee-only financial solutions and top-level rankings. The firm adheres to the demanding practice requirements set by the National Association of Personal Financial Advisors (NAPFA), which include fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments. Charles Zhang, Founder and President of Zhang Financial, was ranked #1 in the nation on Barron’s list of America’s Top 100 Independent Wealth Advisors for 2024. Charles was also ranked #4 on Forbes’ list of America’s Top Wealth Advisors and was the highest-ranking NAPFA-registered fee-only advisor on the list.*

When asked about the new office, Charles Zhang, CFP®, MBA, ChFC stated,
“We are excited to introduce Zhang Financial’s fee-only, fiduciary approach to New York City. As a global financial hub, New York is a city where trust and transparency matter most, and we are eager to bring our commitment to unbiased financial guidance to the dynamic, diverse community here. We look forward to delivering the same level of excellence that has been the foundation of our firm for years.”

YOUR FINANCIAL PLANNER IN New York

CAMERON KLEINHEKSEL, CFP®, CIMA®
Vice President at Zhang Financial
Leading the New York office is Cameron Kleinheksel, Vice President at Zhang Financial. Cameron is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) with over 15 years of experience in the financial services industry.
"We are excited to bring our top-ranked firm in the nation to the New York City market. I am confident that our industry-leading team of talent and attractive fee-only business model will be highly appealing for individuals and families with wealth management needs."
Zhang Financial looks forward to building lasting relationships and delivering trusted financial solutions to the New York community. Zhang Financial offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research.
*Please see zhangfinancial.com/disclosure for full ranking criteria.
Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.
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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.