CHICAGO, Feb. 18, 2025 /PRNewswire/ — Zhang Financial, a premier fee-only wealth management firm, is excited to announce the launch of its latest office in Chicago. This new location, situated in the iconic John Hancock Building at 875 North Michigan Avenue, signifies a major advancement in the firm’s dedication to serving clients in the Chicago metropolitan area.
Zhang Financial is recognized nationwide for its fee-only financial offerings and top-tier rankings. The firm complies with the stringent standards set by the National Association of Personal Financial Advisors (NAPFA), which encompass fee-only compensation, professional credentials, ongoing education, comprehensive planning, and fiduciary duties. Charles Zhang, the Founder and President of Zhang Financial, achieved the distinction of being ranked #1 in the nation on Barron’s America’s Top 100 Independent Wealth Advisors for 2024. He was also placed #4 on Forbes’ list of America’s Top Wealth Advisors for 2024 and was the highest-ranking NAPFA-registered fee-only advisor featured.*
Regarding the new office, Charles Zhang, CFP®, MBA, ChFC remarked, “We are excited to introduce Zhang Financial’s fee-only, fiduciary approach to the Chicago community. Our unwavering commitment to delivering impartial financial guidance has always been the cornerstone of our firm, and we eagerly anticipate extending that standard of excellence to our clients in Chicago.”
The Chicago office will be headed by Brandon Mull, Senior Vice President at Zhang Financial. Brandon holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations and brings over 15 years of experience in the financial services sector.
“We have a strong and appealing business model to serve our clients,” stated Mull. “We serve clients nationwide, and Chicago represents the next logical market for us, being close to our headquarters in Portage, MI. We are enthusiastic about introducing our fee-only approach to the Chicago metropolitan area.”
Zhang Financial is eager to foster enduring relationships and provide reliable financial solutions to the Chicago community. The firm does not offer proprietary products, engage in investment banking activities, or have any other conflicts that might impede delivering independent, objective, and impartial investment research. To learn more about Zhang Financial, please visit zhangfinancial.com.
*For complete ranking criteria, please see zhangfinancial.com/disclosure
Elizabeth Edgerton
Zhang Financial
269-385-5888
[email protected]
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SOURCE Zhang Financial
