The Zhang Financial Team

Since establishing ourselves two decades ago, Zhang Financial has developed nationwide recognition by offering clients unbiased, expert financial planning services that deliver concrete results. In addition to
four locations across Michigan, Zhang Financial serves clients in Florida from our office in Naples. For highly personalized financial planning services at a competitive rate, contact our Florida office, which is located at 999 Vanderbilt Beach Road, Suite 200, just off U.S. Route 41.

What makes Zhang Financial Naples' premier financial advisory firm?

Zhang Financial is co-managed by renowned financial advisors, Charles Zhang and Lynn Chen-Zhang, and supported by a robust team of financial professionals. As NAPFA (National Association of Personal
Financial Advisors) members, Zhang’s advisors are held to a rigorous set of rules that require accepting fee-only compensation, regular education, professional designations and more. This allows Zhang Financial to eliminate potential sources of bias, including proprietary financial products, from the equation.

Additionally, Zhang Financial stands out by employing a unique, open-architecture investment system enabled by our status as an independent firm. This opens up a greater level of freedom and personalization, so our advisors can deliver precise guidance that’s easily adjustable based on your changing needs.

Minimum Investment Requirement $1,000,000 in Michigan or $2,000,000 Outside of Michigan

Relevant Credentials and Certifcations

Our dedication to excellence is supported by several state and national rankings, along with multiple appearances by both Charles Zhang and Lynn Chen-Zhang in a range of major financial publications, including Barron’s, Forbes and The Financial Times. Other noteworthy credentials held by our advisors include:

  • NAPFA-registered Fee-Only CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified public accountant (CPA)
  • Juris doctor (JD)
  • Chartered Financial Analyst (CFA®)
  • Chartered Financial Consultant (ChFC®)
  • And much more

Naples, Florida's Fiduciary Financial Planning Experts

Seeking highly informed financial guidance near Naples, Florida? Request a consultation via online form, or reach out to Zhang Financial’s Florida office by phone at 239-325-1826.

Minimum Investment Requirement $1,000,000 in Michigan or $2,000,000 Outside of Michigan

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.