A complete list of active advisors currently associated with Zhang Financial

Warmer can help you find a great advisor at Zhang Financial or one who fits your needs even better.

Zhang Financial is a fee‑only investment adviser with roughly $8.37 billion in regulatory assets under management and a multi-advisor team that provides discretionary and non‑discretionary portfolio management, financial planning, pension/retirement plan consulting, and institutional advisory services to individuals (including high‑net‑worth clients), charities, corporations, and municipal government entities. The firm’s client base explicitly includes state and municipal government clients and employer‑sponsored retirement plans, in addition to individual and trust accounts. The firm blends fundamental, technical, and cyclical analysis and deploys internally developed model portfolios across multiple time horizons; strategies include long‑term and short‑term holdings, active trading, limited use of margin, and option strategies such as covered calls and collars. Many discretionary accounts are managed through wrap‑fee programs and the firm performs ongoing monitoring and rebalancing, and it accepts ERISA fiduciary roles for certain plan services. A distinguishing feature of the firm is its formal affiliations with separate accounting and legal entities that provide tax preparation and estate planning services under separate engagements, and the firm notes a one‑time asset‑management fee reduction for clients who obtain eligible estate planning services (available regardless of whether the affiliated law firm or an outside firm is used). The firm also typically serves higher‑balance clients and maintains formal custodial relationships and platform arrangements that provide research and operational support used in its advisory process.

To learn more about the advisors currently working at Zhang Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.