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Kaitlyn Washburn Email
Manager - Financial Planning, Tax and Client Services . Zhang Financial
Portage, MI
Locationk***************@zhangfinancial.com
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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. For the past four years, Charles Zhang, CFP®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors. Most recently he was ranked #6 and he is currently the highest ranked Fee-Only NAPFA-Registered Financial Advisor on the list.** Charles was also ranked #7 in the nation on Forbes' list of America's Top Wealth Advisors for 2018 and is the highest ranked (#1) Independent 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 **As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, and September 14, 2018. The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors' practices, and other factors. For Fee-Only status see NAPFA.org. ***As reported in Forbes September 13, 2018. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.Zhang Financial Address
5931 Oakland DrivePortage, MI