Disclosures
Form ADV Part 2: Firm Brochure, ADV Appendix 1: Wrap Fee Program Brochure
Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.
Request a Consultation:
Portage MI Office
5931 Oakland Drive
Portage, MI 49024
269.385.5888
Get In Touch
Battle Creek Office
70 West Michigan Ave,
Suite 100
Battle Creek, MI 49017
269.965.0777
Get In Touch
Grand Rapids Office
460 Ada Drive,
Suite 200
Ada, MI 49301
616.235.5777
Get In Touch
Troy Office
101 West Big Beaver Road, 14th Floor
Troy, MI 48084
248.687.1258
Get In Touch
Naples Office
999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108
239.325.1826
Get In Touch
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.
