Financial Planning Services in Troy, MI

The Top Financial Advisor in Troy

Our Troy office is located just off I-75 at 101 West Big Beaver Road, 14th floor, easily accessible by residents of Troy and nearby Metro Detroit communities. With four locations throughout the state of Michigan and an office in Naples, Florida, Zhang Financial delivers not only time-tested financial planning expertise but also a unique financial advisory experience guided by nationally ranked, fee-only advisors. Call the office at 248-687-1258 for more information.

top financial advisor in troy
Minimum Investment Requirement $1,000,000 in Michigan or $2,000,000 Outside of Michigan

What separates zhang financial from other advisors?

Zhang Financial has built a positive reputation across our service areas by providing clients with strategic, fiduciary financial advice - delivered with a holistic approach. We offer no proprietary products, ensuring that our advisors have no financial stake whatsoever in the advice provided, and all guidance is delivered with only your best interests in mind to maximize the benefits of your investment. Additionally, our clients are offered the advantage of an open-architecture investment platform, which offers a wide variety of investment options, thanks to our firm’s independent status.

Furthermore, Charles and Lynn are proud to be registered with NAPFA (National Association of Personal Financial Advisors), which reflects our commitment to upholding the highest standard of service. NAPFA members are required to follow a demanding set of rules, from fee-only compensation to continuing education, in order to remain in good standing.

top financial advisor in troy 2

WHY WORK WITH THE #1 FINANCIAL ADVISOR IN TROY?

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 in Troy. 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.

Nationally ranked financial planner in Troy, Michigan

Since our inception, Zhang Financial has risen to the top of Michigan’s extensive selection of financial advisors in Troy, while remaining an independent firm. In addition to routinely appearing on lists of Michigan’s most notable financial advisors, both Charles Zhang and Lynn Chen-Zhang have both been recognized nationally in well-known publications, including Barron’s, The Financial Times and Forbes. Other credentials and certifications held by our financial planning team include:

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

Comprehensive financial planning services near metro detroit

With competitive, fee-only pricing and proven financial proficiency, Zhang Financial can devise a financial plan that’s carefully tailored to meet your needs. Schedule a consultation with Zhang Financial online, or call our Troy location at 248-687-1258 for more information about what we offer.

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.