America's #1 Independent Financial Advisor* Opens Office in Chicago
CHICAGO, Feb. 18, 2025 /PRNewswire/ -- Zhang Financial, a leading fee-only wealth management firm, is pleased to announce the opening of its new office in Chicago. Located in the renowned John Hancock Building at 875 North Michigan Avenue, this expansion marks a significant milestone in the firm's commitment to serving clients in the Chicago metro area.
Zhang Financial is nationally recognized for its fee-only financial solutions and top-level rankings. The firm adheres to the demanding practice requirements set by the National Association of Personal Financial Advisors (NAPFA), which include fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments. Charles Zhang, Founder and President of Zhang Financial, was ranked #1 in the nation on Barron's list of America's Top 100 Independent Wealth Advisors for 2024. Charles was also ranked #4 on Forbes' list of America's Top Wealth Advisors for 2024 and was the highest-ranking NAPFA-registered fee-only advisor on the list.*
When asked about the new office, Charles Zhang, CFP®, MBA, ChFC stated, "We are thrilled to bring Zhang Financial's fee-only, fiduciary approach to the Chicago community. Our commitment to providing unbiased financial guidance has always been the foundation of our firm, and we look forward to delivering the same level of excellence to our clients in Chicago."
The Chicago office will be led by Brandon Mull, Senior Vice President at Zhang Financial. Brandon is a Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) with over 15 years of experience in the financial services industry.
"We have a powerful and attractive business model to serve our clients," said Mull. "We serve clients nationally, Chicago is the next natural market for us, close to our home base in Portage, MI. We are excited to bring our fee-only approach to the Chicago metro area."
Zhang Financial looks forward to building lasting relationships and delivering trusted financial solutions to the Chicago community. Zhang Financial offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research. To learn more about Zhang Financial, please visit zhangfinancial.com.
*Please see zhangfinancial.com/disclosure for full ranking criteria.
Elizabeth Edgerton
Zhang Financial
269-385-5888
elizabeth.edgerton@zhangfinancial.com
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SOURCE Zhang Financial