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Barron's writer Steve Garmhausen stated: "There's a new name at the top of this year's ranking: Charles Zhang, whose Zhang Financial, in Portage, Mich., scored a perfect 100 in our ranking calculations."
Zhang Financial is a fee-only wealth management group headquartered in southwest Michigan with over $5 billion in assets under management. The firm implements a fee-only compensation structure with all clients which eliminates any potential conflicts of interest and ensures that clients receive truly objective, unbiased investment advice.
Charles and his wife Lynn Chen-Zhang have built a firm that provides their clients with an investment strategy built around years of academic research and aims to provide the highest probability of success for their clients.
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The annual ranking spotlights the top-performing independent advisors in the business and is a testament to Charles' commitment to excellence in the financial services industry. For more information or to request a consultation please visit www.zhangfinancial.com.*
Charles Zhang has been recognized as one of the top independent advisors in the nation by Barron's 2023 Top 100 Independent Advisor list where he was ranked number one for two consecutive years - 2021 and 2023. Since 2019 he has consistently held either first or second place on this prestigious list which highlights outstanding performance within financial services industry.
Steve Garmhausen from Barron's commented on Charles' success: "There's a new name at the top of this year's ranking: Charles Zhang, whose Zhang Financial, in Portage, Mich., scored a perfect 100 in our ranking calculations."
Zhang Financial is based out of southwest Michigan and offers fee-only wealth management services with over $5 billion assets under management. The firm implements fee-only compensation structure which eliminates any potential conflicts of interest between advisor and client ensuring unbiased investment advice tailored to each individual client's needs based on years of academic research providing highest probability for success.
Charles' commitment to excellence is evident through his consistent recognition as one of top independent advisors by Barron's annual rankings making him an ideal choice for those seeking financial advice from an experienced professional.*
Filed Under: Business
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