A Fee-Only Wealth Management GroupIndependent and TransparentCharles Zhang - CFP®, MBA, MSFS, ChFC®Fee-Only Investment AdviceWe uphold a Fiduciary Standard and work with clients on a Fee-Only basis. We do not receive commissions, kick-backs, or soft dollars from product sales, eliminating inherent conflicts of interest from such practices. Minimum investment: $2,000,000 Our Zhang Financial TeamAlex Zhang - JD, CFA, CFP®Lynn Chen- Zhang - CFP®, CPA, PFS™, MBA, MS Rob McDougall - CFA, MBA• MBA - Kellogg School of Management, Northwestern University• MS in Accountancy - Western Michigan University • Certified Financial Planner (CFP®)• Certified Public Accountant (CPA)• Personal Financial Specialist (PFS™) • MBA - The University of Chicago• BBA in Finance and Accounting - The University of Michigan • Chartered Financial Analyst (CFA)• 30+ Years in the Financial Services Industry• Juris Doctor (J.D.) - Harvard Law School• Bachelor of Arts (B.A.), Economics - Columbia University• Chartered Financial Analyst (CFA)• Certified Financial Planner (CFP®)Dave Marshall - CFP®, CPA• Bachelor of Arts (B.A.), - Michigan State University • Certified Financial Planner (CFP®)• Certified Public Accountant (CPA)• 30+ Years in the Financial Services and Accounting IndustryTyler Soares - CFA, CPA, CFP®• Master of Accounting - The Kenan-Flagler Business School at University of North Carolina - Chapel Hill• Bachelor of Arts (B.A.), Economics - Columbia University• Chartered Financial Analyst (CFA)• Certified Public Accountant (CPA)• Certified Financial Planner (CFP®)Scan to learn more about Zhang Financial Over $8 Billion in Assets Under Management239.325.1826 999 Vanderbilt Beach RoadSuite 200Naples, FL 34108Released September 15, 2025, covering the 12-month period ending June 30, 2025. Zhang Financial does not pay a fee to be considered for or included on Barron’s rankings. Zhang Financial pays a licensing fee to use the ranking in marketing materials. See zhangfinancial.com/disclosure.com for full disclosure and methodology. Ranked #1 on Barron’s List of 2025 Top 100 Independent Advisors
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