PORTAGE,
Mich., Sept. 17, 2024 /PRNewswire/ --
Charles Zhang, CFP®, has
been ranked the #1 Independent Advisor in the nation according to
Barron's 2024 Top 100 Independent Advisor list. This is the third
year that Charles has been ranked #1; he previously received the
distinction in 2023 and 2021. 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.
When asked about his accomplishment, Charles provided the
following statement:
"I am deeply honored to be recognized as the #1 Independent
Advisor in the nation by Barron's for 2024. This achievement is not
mine alone—it reflects the trust and confidence our clients have
placed in us and the tireless efforts of the entire Zhang Financial
team.
Being ranked #1 for the third time in four years is a humbling
reminder of the responsibility we have to continue delivering the
highest level of service and dedication. Thank you to our clients
for your continued support and loyalty, and to our team for your
hard work and commitment. I look forward to continuing our journey
together."
Charles Zhang is the Founder and
President of Zhang Financial, a fee-only wealth management firm
headquartered in Michigan. He,
along with his wife and Chief Executive Officer, Lynn Chen-Zhang, CFP®, CPA, have
built a firm with over $6 billion in
assets under management.
Another important reason for Zhang Financial's success 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.
By eliminating any potential conflicts of interest,
Charles 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
www.zhangfinancial.com
*As reported by Barron's on September
13, 2024. Please see
www.zhangfinancial.com/disclosure for full ranking
criteria and disclosure.
Elizabeth Edgerton
269.385.5888
Elizabeth.edgerton@zhangfinancial.com
View original content to download
multimedia:https://www.prnewswire.com/news-releases/charles-zhang-recognized-by-barrons-as-the-1-independent-advisor-in-the-nation-for-2024-302250962.html
SOURCE Zhang Financial