Zhang Financial

Description

• Zhang Financial sets a new standard for your finances. Established more than two decades ago*, Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Zhang Financial is ranked one of the Top 300 Registered Investment Advisors in the nation by Financial Times.** For the past four years, Charles Zhang, CFP®, has been consistently placed in the top 20 on Barron's list of America's Top 100 Independent Wealth Advisors and is currently the highest ranking Fee-Only NAPFA-Registered Financial Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy, especially within our local community. *Zhang Financial formerly operated under dba Zhang & Associates **FT 300 Disclosure: The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. ***As reported in Barron's August 25, 2012, August 24, 2013, August 23, 2014 and August 24, 2015. The rankings reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, the quality of the advisors' practices and other factors.
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  Headquarters:5931 Oakland Drive , Portage, Michigan, United States

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  Phone Number: +1 269-385-5888

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  Website: https://www.zhangfinancial.com

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  Employees:29

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  Revenue:$1 - 10M

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  Legal Name:Zhang Financial

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• |  NAICS Code: 523920  |

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