Founded in 1991 by Charles Zhang, Zhang Financial is a prominent fee-only wealth management group that operates under a strict fiduciary standard, meaning it is legally obligated to act in its clients' best interests. The firm provides comprehensive financial planning, investment management, and retirement planning services, primarily to affluent individuals and families. It is consistently recognized in national rankings by publications like Barron's, Forbes, and the Financial Times as a top financial advisory firm.

Founded in

United States