The Western Michigan University Asian Initiatives Spring Gala was an unforgettable experience! Lynn Chen-Zhang, CFP?, CPA, PFS, MBA, MS, CEO of Zhang Financial, brought so much laughter to the crowd as the evening’s emcee. We are honored to support these initiatives and celebrate the rich, beautiful, and diverse cultures in our community.
Zhang Financial
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Portage，MI 865 ä½å…³æ³¨è€…
A Fee-Only Wealth Management Group
关于我们
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 https://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.
- 网站
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https://www.zhangfinancial.com
Zhang Financial的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 11-50 人
- 总部
- Portage，MI
- 类型
- ç§äººæŒè‚¡
- 创立
- 1991
地点
Zhang Financial员工
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Zhang Financial is now at the heart of the financial world—New York City! Led by Charles Zhang CFP?, MBA, MSFS, ChFC, ranked America's #1 Independent Financial Advisor in 2024 by Barron’s*, our new office is bringing unbiased, comprehensive, fee-only financial advice to the Big Apple. Learn More: https://lnkd.in/gAAsUq6E
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Congratulations to our Founder and President, Charles Zhang CFP?, MBA, MSFS, ChFC, for being ranked the #1 Top Advisor in Michigan by Barron’s for 2025*. This is the 13th year in a row that Charles has been ranked #1! This prestigious recognition is a testament to his unwavering commitment to placing clients’ interests first and delivering comprehensive, high-quality financial guidance year after year. We are deeply grateful to our valued clients and exceptional team. Your continued trust and support have made this achievement possible. *See https://lnkd.in/gtU8XPfC for full ranking criteria.
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Meet Brandon Mull, CFA, CFP? - Senior Vice President of Zhang Financial, leading the grand opening of our Chicago office! With 15+ years in the financial services industry, Brandon is dedicated to guiding clients through every step of their financial journey. When asked about the?Zhang Financial Chicago office, Brandon said, "Chicago is the next natural market for us, close to our home base in Portage, MI. We are excited to bring our holistic, fee-only approach to the Chicago metro area."?? To learn more: https://lnkd.in/gyJAmQ3J
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Zhang Financial is proud to support the American Heart Association’s Go Red for Women Gala in the fight against heart disease. Lynn Chen-Zhang, CFP?, CPA, PFS, MBA, MS, along with our members from our team and friends, attended this inspiring event dedicated to raising awareness and advancing heart health initiatives. #KzooGoesRed
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Zhang Financial is excited to announce the grand opening of our Chicago office! Led by Brandon Mull, CFA, CFP?, our new location will serve clients and the community with unbiased, fee-only financial solutions. To learn more about the Zhang Financial Chicago office: https://lnkd.in/gyJAmQ3J
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We are honored to announce that Miller Auditorium's theatre will now be named the Zhang Theatre, commemorating a remarkable partnership between Zhang Financial and Miller Auditorium that began in 2018. Lynn Chen-Zhang, CEO of Zhang Financial, shared: “Our long-standing support of Miller Auditorium stems from a deep belief in the transformative power of the arts. Miller Auditorium is not only a cornerstone of cultural enrichment in our community, but it also inspires creativity, fosters connection, and provides access to world-class performances.†Zhang Financial is proud to contribute to this legacy and to help sustain a vibrant arts culture at Miller Auditorium for generations to come. For more details, visit: https://lnkd.in/g6XdBA9p
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The Charles and Lynn Zhang Animal Rescue Center, a $2.1 million animal care facility, is underway! Purchased in March 2023, the new facility is currently undergoing renovations. Zhang Financial is honored to be partners with the Animal Rescue Project in supporting their capital campaign for this expanded and upgraded space. Read more here: https://lnkd.in/gQY3Nt4w
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