The Zhang Financial Team

By offering professional, unbiased, fee-free financial planning services across four Michigan locations, Zhang Financial is proud to serve as the Portage, MI area’s premier financial advisory firm. Our Portage office, which serves residents all throughout Kalamazoo County, can be found at 5931 Oakland Drive, Portage, MI, less than a mile south of I-94, and reached by phone at 269-385-5888.

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What differentiates zhang financial from other advisors?

The Zhang Financial team makes it our first priority to provide financial planning advice that’s entirely in the best interests of our clients. Our practice is held to a variety of strict industry standards, such as fee- only compensation, a fiduciary commitment and continuing education, in order to maintain our NAPFA (National Association of Personal Financial Advisors) registration status.

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

To keep up with the high standards set by ourselves, NAFPA and our clients, we strive to offer services that remain entirely unaffected by outside influences, including proprietary items. This means that our advisors have no financial stake when recommending your course of action, helping to ensure that the decisions made are in line with the Fiduciary Oath signed by all NAFPA-registered financial planners. Additionally, we employ a comprehensive planning approach that includes an array of in-house experts capable of handling tax planning, estate planning and several other key financial services.

Your financial planner near portage, Michigan

Aside from our strict commitment to fiduciary advice, our team has also proudly appeared on various state and national ranking lists, including such publications as Forbes, Barron’s and Financial Times. Our financial experts hold an array of notable financial credentials and certifications, such as:

  • NAPFA-registered Fee-Only CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified public accountant (CPA)
  • Chartered Financial Analyst (CFA®)
  • Chartered Financial Consultant (ChFC®)
  • And much more
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Schedule your consultation today

With more than $2.6 billion assets under management, we’re confident that Zhang Financial can provide you with unbiased financial advice that will pay off. Request a consultation online, or call the Portage, MI office at 269-385-5888 to learn more.

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.