Charles Zhang, CFP®, has been ranked #1 in the nation on Barron's list of the Top 100 Independent Advisors for 2023.
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![Charles Zhang, CFP®, MBA, MSFS, ChFC, CLU
Founder and President]( "Charles Zhang, CFP®, MBA, MSFS, ChFC, CLU
Founder and President")
Charles Zhang, CFP®, MBA, MSFS, ChFC, CLU
Founder and President
In the accompanying article for the rankings, 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."
Link to Article:
Charles Zhang is the Founder and President of Zhang Financial, a fee-only wealth management group headquartered in southwest Michigan. He, along with his wife and Chief Executive Officer, Lynn Chen-Zhang, CFP®, CPA, have built a firm with over $5 billion in assets under management.
Another important reason for Zhang Financial's success, according to Charles, is the fee-only compensation structure that the firm has implemented with all clients. A fee-only advisor is defined as one who is compensated solely from the client. Neither the advisor, nor any related party, may receive compensation contingent on the purchase or sale of a financial product.
Unlike Charles and Zhang Financial, many financial advisors are sellers of financial products. Some or all of their income may be dependent upon their ability to steer clients into a limited number of financial products. This inherent conflict of interest poses serithreats to the client's financial well-being.
By eliminating any potential conflicts of interest, Charles Zhang ensures that his clients receive truly objective, unbiased investment advice. Zhang Financial's investment strategy is built around years of academic research and aims to provide the highest probability of success for their clients. For more information, or to request a consultation, please visit
*As reported by Barron's on September 15, 2023. Please see
for full ranking criteria and disclosure.
Elizabeth
Edgerton
269.385.5888
Elizabeth.edgerton@zhangfinancial.
SOURCE Zhang Financial