Zhang Financial

Charles Zhang, Founder and President of Zhang Financial, a Fee-Only Wealth Management firm, has been ranked #1 in Barron’s List of 2025 Top 100 Independent Advisors, a position also held in 2024, 2023, and 2021.

The 2025 list was released on September 15, 2025, based on data for the 12-month period ending June 30, 2025. Prior rankings were released annually in September of their respective years, based on data for the 12-month period ending June 30 of the award year. Zhang Financial does not pay a fee to be considered for or included in Barron’s rankings. The firm pays a licensing fee to Barron’s for the right to use the rankings and logo in marketing materials.

He was also ranked #1 in Barron’s List of 2026 Top Advisors in Michigan, which marks the 14th consecutive year that Charles has held the top ranking in Michigan (2013-2026).

The 2026 list was released on March 20, 2026, based on data for the 12-month period ending September 30, 2025. Prior rankings were released annually in March of their respective years, based on data for the 12-month period ending September 30 of the award year. Zhang Financial does not pay a fee to be considered for or included in Barron’s rankings. The firm pays a licensing fee to Barron’s for the right to use the rankings and logo in marketing materials.

See zhangfinancial.com/disclosure for full ranking criteria and methodology.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

999 Vanderbilt Beach Rd Ste 200 Naples, FL 34108-3512 Phone: (888) 777-0126

Primary Office

5931 Oakland Dr Portage, MI 49024-2106 Phone: (269) 385-5888

Other Offices

70 Michigan Ave W Ste 100 Battle Creek, MI 49017-3619 Phone: (269) 965-0777
460 Ada Dr SE Suite 200 Ada, MI 49301 Phone: (616) 235-5777
999 Vanderbilt Beach Rd Ste 200 Naples, FL 34108-3512 Phone: (888) 777-0126
1145 W. Long Lake Road, Suite 301 Bloomfield Hills, MI 48302 Phone: (248) 846-8889