Mission Statement

"The mission of Zhang Financial is to provide each of our clients with unbiased advice, excellent service, and unsurpassed products, while serving their best interests at all times."

At Zhang Financial, we aim to benefit and enrich the lives of our clients by upholding what we believe to be the highest standard of care. We work without conflicts of interest that arise from selling proprietary products or receiving commissions, kick-backs, and soft dollars.

We strive to be a nationally recognized, highly ranked independent financial services firm by offering our clients what we believe to be unparalleled financial advice, first-class service, and an open-architecture investment platform for a competitive price.

In an industry tarnished by mistrust and deceit, we are confident you will appreciate working with an independent Fee-Only CERTIFIED FINANCIAL PLANNERTM practitioner and a professional staff that will always seek to put your best interests first. As a client of Zhang Financial, you will enjoy knowing you are receiving the best advice, service, and products available for your finances.

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Fee Only
top 100 financial advisors
PUT AMERICA'S TOP NAPFA-REGISTERED FEE-ONLY FINANCIAL ADVISOR TO WORK FOR YOU.

Zhang Financial

5931 Oakland Drive Portage, MI 49024
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

 

Minimum investment requirement: $500,000 in Michigan, $1,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.