5 /5 Stephen Smith: It is hard to convey how fortunate and grateful my wife and I are in having found the incredible team of people at Zhang Financial. Over my 45 years of investing, first via company managed 401Ks, then by "retail" financial "advisors" of my choosing I reached out to Charles Zhang about 4 yrs. ago. After an initial call with Charles and his wife Lynn Chen-Zhang, they agreed to take us on as clients.
Their team offers an outstanding balanced and complex understanding of the financial markets, strategizing of our personal goals and financial position and most of all a very empathetic, personal and introspective interaction with both my wife and myself. I swear, my wife and I turn to each other after every quarterly account review in disbelief at how incredibly fortunate we are to have their good and active counsel with our life nest egg.
What a team! Thank you All!
Charles Zhang has been ranked #1 in the nation on Barrons list of Americas Top 100 Independent Wealth Advisors for 2024. This is the third year that he has been ranked #1; he previously received the distinction in 2023 and 2021*. He is currently the highest-ranking NAPFA-Registered Fee-Only Financial Advisor on the list.*. And has been named the #1 Financial Advisor in Michigan by Barrons for the past 13 consecutive years beginning in 2013 through 2025.*
Lynn Chen-Zhang has been recognized as one of the nations Top 100 Women Financial Advisors and #1 Female Financial Advisor in Michigan in 2014*.
