Recognitions and Accomplishments
Charles, Lynn, and Zhang Financial have been nationally recognized for their quality of practices, client service, and objective investment advice.
industry Rankings:
Barron's
Charles was Ranked #1 in the Nation on Barron’s 2026 Top 100 Independent Advisors, the highest-ranked Fee-Only advisor on the list
Released 9/14/26 based on a 12-month period ending 6/30/26. Zhang Financial paid no fee to be considered for or included in the ranking. The firm pays Barron’s a licensing fee to use the ranking and logo.
Charles was Ranked #1 on Barron’s 2026 Top Advisors in Michigan
Released 3/20/26 based on a 12-month period ending 9/30/25. Zhang Financial paid no fee to be considered for or included in the ranking. The firm pays Barron’s a licensing fee to use the ranking and logo.
Click here for full ranking criteria and methodology.
Forbes
Charles was Ranked #5 on Forbes’ 2026 America’s Top Wealth Advisors, the highest-ranked Fee-Only advisor on the list
Released 4/7/26 based on a 12-month period ending 6/30/25. Rankings developed by SHOOK Research. Zhang Financial paid no fee to be considered for or included in the ranking. The firm pays Forbes a licensing fee to use the ranking and logo.
Charles was ranked #1 in Michigan on Forbes 2026 Best-In-State Wealth Advisors
Released 4/7/26 based on a 12-month period ending 6/30/25. Rankings developed by SHOOK Research. Zhang Financial paid no fee to be considered for or included in the ranking. The firm pays Forbes a licensing fee to use the ranking and logo.
Zhang Financial was Ranked #7 on Forbes’ 2025 Top RIA Firms, the highest-ranked Michigan-based RIA on the list
Released 10/1/25 based on a 12-month period ending 3/31/25. Rankings developed by SHOOK Research. Zhang Financial paid no fee to be considered for or included in the ranking. The firm pays Forbes a licensing fee to use the ranking and logo.
Click here for full ranking criteria and methodology.
Awards and Achievements:
Charles Zhang and Lynn Chen-Zhang are both recipients of the Ernst & Young (EY) Entrepreneur Of The Year® 2024 Michigan and Northwest Ohio Award. It is an honor to be named an Entrepreneur Of The Year recipient, a 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.
Click here for award criteria.
Zhang Financial was a recipient of the 2022 Better Business Bureau's Torch Award for Ethics. The Torch Award for Ethics, presented by the Better Business Bureau serving Western Michigan, recognizes organizations for their commitment to integrity and ethical business practices.
Click here for award criteria.
Appearances:
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.
