Welcome to Zhang Financial
A FEE-ONLY ADVISORY FIRM
WHY ZHANG FINANCIAL
At Zhang Financial, we believe that financial advice should be truly independent, transparent, and always in your best interest.
Why Choose Zhang?
FEE-ONLY ADVISOR
Zhang Financial is a fee-only advisory firm. Charles and Lynn are proud members of NAPFA, the National Association of Personal Financial Advisors.
Why Fee-Only?
INDUSTRY RECOGNITION
Charles, Lynn, and Zhang Financial have been nationally recognized for their quality of practices, client service, and objective investment advice.
Nationally Recognized
ACCOUNT PROTECTION
Zhang Financial utilizes third-party custodians that are member firms of the Securities Investor Protection Corporation (SIPC).
SIPC Protected
About Zhang Financial
WHO WE ARE
Zhang Financial, with over $8 billion in regulatory assets under management, strives to set a new standard for your finances. We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective. Our approach centers on understanding each client’s unique goals, circumstances, and values, and tailoring strategies designed to align with those priorities over time.
We believe that effective wealth management extends beyond investment advice alone. That’s why our team includes in-house Certified Public Accountants (CPAs) and licensed attorneys who collaborate to provide a more integrated view of your financial life. By coordinating across investment management, tax planning, and legal considerations, we strive to help clients make informed decisions within a broader financial context.
At Zhang Financial, we also believe that financial success carries the opportunity to make a meaningful impact. Zhang Financial is committed to supporting philanthropic initiatives."
Zhang Financial was a recipient of the 2022 Better Business Bureau Torch Award for Ethics. The Torch Award for Ethics, presented by the Better Business Bureau serving Western Michigan, recognizes organizations for their commitment to integrity and ethical business practices.
Click here for award criteria.
INFORMATIONAL VIDEOS
WEALTH MANAGEMENT
Why Choose a Fee-Only Advisor?
Why Read ADV Before Investing?
Do you Know your Advisor as well as the SEC?
OUR FOUNDERS
EXECUTIVE OFFICERS
CHARLES ZHANG
CFP®, MBA, MSFS, ChFC, CLU,
Founder and President
Founder and President
LYNN CHEN-ZHANG
CFP®, CPA, MBA, MSA
CEO
CEO
Meet the rest of the leadership team at Zhang Financial.
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.
