Disclosures
Form ADV Part 2: Firm Brochure, ADV Appendix 1: Wrap Fee Program Brochure
Fee-Only, Transparent and Holistic Wealth Management.
Request a Consultation:
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.