Colton Weidner

Financial Planning Assistant at Zhang Financial - Portage, Michigan, US

Colton Weidner's Colleagues at Zhang Financial
Barbara Robbins

Senior Independent Consultant

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Ellie Winter

Senior Independent Consultant

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Eric Bird

Senior Manager - Tax and Client Services

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Colton Weidner's Contact Details
HQ
(269) 385-5888
Location
Company
Zhang Financial
Colton Weidner's Company Details
Zhang Financial logo, Zhang Financial contact details

Zhang Financial

Portage, Michigan, US • 54 Employees
Financial Services

Zhang Financial sets a new standard for your finances. Established three decades ago, * Zhang Financial has developed into a prominent industry leader while maintaining a client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success. Charles Zhang, CFP®, was ranked #1 on Barron’s list of the nation's Top 100 Independent Wealth Advisors for 2023 and has been ranked in the Top 10 every year since 2015.** Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2024 and is the highest ranked Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy. *Zhang Financial formerly operated under dba Zhang & Associates **As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, September 17, 2021, September 16, 2022, and September 15, 2023. Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors. *** As reported in Forbes April 3, 2024. The ranking, developed by our partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. We consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.

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Frequently Asked Questions about Colton Weidner
Colton Weidner currently works for Zhang Financial.
Colton Weidner's role at Zhang Financial is Financial Planning Assistant.
Colton Weidner's email address is ***@zhangfinancial.com. To view Colton Weidner's full email address, please signup to ConnectPlex.
Colton Weidner works in the Financial Services industry.
Colton Weidner's colleagues at Zhang Financial are Isabelle Provancher, Barbara Robbins, Christine Halvorson, Amber Aoyou, Ellie Winter, Jonathan Koh, Eric Bird and others.
Colton Weidner's phone number is (269) 385-5888
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