Zhang Financial

Zhang Financial

Zhang Financial was established in 1991 by Charles Zhang in Portage, Michigan. Lynn Chen-Zhang serves as CEO and Alex Zhang holds the role of Senior Vice President. The firm allocates across equities, fixed income, and private equity while maintaining positions in ETFs such as VOO and VTI. It also holds exposure to Bitcoin and Ethereum through ETF vehicles. Geographic focus remains North America with primary activity in the United States. The office executes through direct holdings and ETF mandates rather than external fund commitments. Assets under management stand at $7.2 billion. The firm operates two Michigan offices and maintains a relationship with Western Michigan University through board service and donations. Charles Zhang and Lynn Chen-Zhang participate in industry events including the Barron’s Top Advisor Summit in 2025. Philanthropic activity occurs through the Charles and Lynn Zhang Foundation. The firm’s architecture centers on a fee-only model that originated from Charles Zhang’s advisory practice and remains the core operating mandate. This structure separates investment advice from product sales and shapes client relationships around multigenerational planning.