Welcome to Zhang Financial
Zhang Financial sets a new standard for your finances. Founder and managing partner, Charles C. Zhang, established Zhang Financial over a decade ago and has served clients in the investment management business for more than 20 years. Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Managing more than $1.5 billion in client wealth*, Zhang Financial takes pride in working free from conflicts of interest, proprietary products, investment banking and other questionable business practices.
We are committed to providing our clients with customized and unbiased financial advice, first class service and an open-architecture investment platform for a competitive price. Charles Zhang, CFP, one of America's Top 100 Financial Advisors by Barron's, Worth and Research Magazine, provides personalized investment recommendations to every client in our firm.** Your assets are in the safe custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service.
Our Mission Statement
"The mission of Zhang Financial is to provide each of our clients with sound unbiased advice, excellent service, and unsurpassed products while acting in their best interest at all times."
In an industry that has been tarnished by mistrust and deceit, we are confident you will appreciate working with independent Certified Financial Planners(CFP®) and professional staff that will truly put your best interests first.
Please click on one of the quick links below to learn more about our firm and how we can help you set a new standard for your financial future.
*Includes discretionary assets of $600,671,868, 401k/employee retirement plans and other assets as of 3/2013.
**Rankings based on AUM, regulatory record and other factors. Visit www.barrons.com for more information.
§ Registration with the SEC does not imply a certain level of skill or training.
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In The News More News
February 18, 2013
State Champion, Charles Zhang is the #1 Financial Advisor in Michigan
It's rare for advisors accustomed to collecting commissions to turn read more
February 11, 2013
Charles Zhang, managing partner at Portage, Mich.-based Zhang Financial was interviewed for article "Budget Cuts May Give Market Reality Check" read more
February 08, 2013
Charles Zhang, managing partner at Portage, Mich.-based Zhang Financial was interviewed for article "As Stocks Surge, Is It Time for Some Protection?" read more
August 25, 2012
Charles Zhang, CFP, was named Michigan's #1 Independent Financial Advisor in Michigan, and #20 Nationwide in 2012. Ranking criteria includes volume of assets, revenues generated for the firm, and quality of practices. Mr. Zhang has made numerous appearances on the Barron's lists since 2004. read more
April 9, 2012
Charles C. Zhang, managing partner of Zhang Financial, was ranked once again as West Michigan's #1 Certified Financial Planner by the Grand Rapids Business Journal. The ranking is based on 2011 assets under management. read more