Zhang Financial, with over $6 billion in assets under management,* sets a new standard for your finances. Established three decades ago,** Zhang Financial has developed into a prominent industry leader while maintaining a client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success.

Charles Zhang, CFP®, was ranked #1 on Barron’s list of the nation's Top 100 Independent Wealth Advisors for 2023 and has been ranked in the Top 10 every year since 2015.***  Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2024 and is the highest ranked Independent Advisor on the list.**** Zhang Financial is also known for its commitment to philanthropy.

*Zhang Financial's regulatory Assets Under Management can be found in Zhang Financial's Form ADV Part 2 available at http://www.adviserinfo.sec.gov
**Zhang Financial formerly operated under dba Zhang & Associates
***As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, September 17, 2021, September 16, 2022, and September 15, 2023. Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors.
**** As reported in Forbes April 3, 2024. The ranking, developed by our partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. We consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.


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Zhang Financial

Zhang Financial's headquarters in Portage, United States

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Evelyn Li-Sher Lim

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