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Award-winning financial planning
and investment management

Discover how we're impacting the lives of our clients ›

Awards & Accolades

Making a difference in the financial services industry.

Barron’s Ranks Zhang Lehman Financial Among Top 20 Independent Advisors in America

August 29, 2016

Washington, D.C, August 29, 2016 — Barron named Zhang Lehman as the No. 1 advisor in Washington, D.C for 2016. Zhang Lehman is listed at No. 22 on Barron’s annual list of the Top 100 Wealth Advisors in the United States.

Barron’s Ranks Zhang Lehman Financial Among Top 20 Independent Advisors in America

August 29, 2016

Washington, D.C, August 29, 2016 — Zhang Lehman Financial Advisory Group has been named to Barron’s list of the

Zhang Lehman Financial Advisory Group Named One of SmartCEO’s 2018 Healthiest Companies

September 30, 2018

Washington, D.C, September 30, 2018 — Smart CEO awarded the accolade to 27 companies in the Washington, D.C area. Collectively, these organizations generate more than $9.7 billion in annual revenue and employ more than 46,400 individuals.

Zhang Lehman Financial Advisory Group Named One of SmartCEO’s 2018 Healthiest Companies

September 30, 2018

Washington, D.C, September 30, 2016 — Zhang Lehman Financial Advisory Group has been named one of

Zhang Lehman Named One of the “Best Places to Work” by Washington, D.C Business Journal

August 26, 2017

With more than $2.3 billion in assets under management, has been named “Best Places to Work” in the region for the third straight year. The list features 75 area companies that received top scores on an employee engagement survey fielded by hundreds of companies in the region.

Zhang Lehman Named One of the “Best Places to Work” by Washington, D.C Business Journal

August 26, 2017

Firm Selected for Third Straight Year Among Region’s Top Employers

Barron’s Names Zhang Lehman Top Financial Advisor in Washington, D.C

March 4, 2016

Zhang Lehman Financial Advisory Group has been named to Barron’s list of the “Top 100 Independent Financial Advisors.” Zhang Lehman has appeared among the top 50 advisors for the past eight years, and ranks at number 18 on this year’s prestigious list.

Barron’s Names Zhang Lehman Top Financial Advisor in Washington, D.C

March 4, 2016

Barron's Names Zhang Lehman Top Financial Advisor in Washington, D.C. Washington, D.C wealth management firm rises from No. 3 spot in

Why We're Different

Life Minded Wealth™

We integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven approach we call Life-Minded Wealth™.

Unmatched Team

Our team consists of J.D.s, LL.M.s, CPAs, Ph.D.s, MBAs, CFP®s and CLUs, who together, deliver customized advice and strategies based on each client’s specific financial needs.

Research-Driven Strategies

As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment-skilled managers to deliver research-driven strategies tailored to meet each client’s unique goals.

Bring your Wealth to Life

We’ll help you see a clear path to your financial goals
and walk with you every step of the way.

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