Welcome to Zhang Financial

A FEE-ONLY ADVISORY FIRM

WHY ZHANG FINANCIAL

Zhang Financial is a fee-only advisory firm and proud member of NAPFA, the National Association of Personal Financial Advisors.

Why Choose Zhang?

FEE-ONLY ADVISOR

Zhang Financial is a fee-only advisory firm and proud member of NAPFA, the National Association of Personal Financial Advisors.

Why Fee-Only?

INDUSTRY RECOGNITION

Zhang Financial has been nationally recognized for its quality of practices, financial expertise, client service, and unbiased investment advice.

Nationally Recognized

ACCOUNT PROTECTION

LPL Financial is a member firm of the Securities Investor Protection Corporation (SIPC). Membership provides account protection...

SIPC Protected

About Zhang Financial

WHO WE ARE

Kalamazoo Financial Advisors - Zhang FinancialZhang Financial sets a new standard for your finances. Established more than two decades ago,1 Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. For the past three years, Charles Zhang, CFP®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors.  Most recently he was ranked #4 and he is currently the highest ranked Fee-Only NAPFA-Registered Financial Advisor on the list.** Charles was also ranked #7 in the nation on Forbes' list of America's Top Wealth Advisors for 2018 and is the highest ranked (#1) Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy, especially within our local community. See Giving Back.

With more than $2.7 billion in assets under management,2 Zhang Financial takes pride in working without conflicts of interest from proprietary products and other questionable business practices. We are committed to upholding a fiduciary standard, providing our clients with customized and unbiased financial advice, first class service, and an open-architecture investment platform for a competitive price. Ranked as Michigan's #1 Financial Advisor, Charles Zhang provides personalized investment recommendations to every client in our firm. Your assets are either in the custody of LPL, the largest independent broker dealer in the industry, Charles Schwab, the #1 custodian for independent advisors, or TD Ameritrade, an industry leader in technology and client service.

See Disclosures, Form ADV Part 2

PUT AMERICA'S TOP NAPFA-REGISTERED FEE-ONLY FINANCIAL ADVISOR TO WORK FOR YOU.

Why Choose a Fee-Only Advisor?

Why Read ADV Before Investing?

We are Fee-Only and a Fiduciary

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The Zhang Leadership Team

OUR EXECUTIVES

CHarles Zhang

CFP®, MBA, MSFS, ChFC, CLU

PARTNER

Managing Partner & CEO

LYNN CHEN-ZHANG

CFP®, CPA, MBA, MSA

PARTNER

COO and Chief Compliance Officer

ROBERT MCDOUGALL

CFA, MBA

ASSOCIATE VICE PRESIDENT

Investment Strategy

ROBERT NELSON

CFA, CFP®, MBA

ASSOCIATE VICE PRESIDENT

Investment Strategy

RACHEL PACKER

CPA

ASSOCIATE VICE PRESIDENT

Client Services

CHRIS TARKOWSKI

CFP®, MBA

ASSOCIATE VICE PRESIDENT

Client Services

KOLBY SMITH

CFP®

SENIOR MANAGER

Client Services

DAVID MARSHALL

CPA

SENIOR MANAGER

Tax and Client Services

NED CALKINS

CPA, MBA

SENIOR MANAGER

Tax and Client Services

BARBARA ROBBINS

CFP®

SENIOR MANAGER

Client Services

Zhang Financial

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

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.