Financial Planning Services In Traverse City, MI

The Top Financial Advisor in Traverse City

Over the span of more than three decades, Zhang Financial has developed a reputation as one of the premier financial advisors in Traverse City and across the United States by providing unbiased, low-cost and fee-only services. The company’s founder and president, Charles Zhang, is the highest-ranked fee-only advisor in the nation by both Forbes and Barron’s.*  If you live in the Traverse City area and are interested in scheduling a consultation, visit the Zhang Financial office at 236 1/2 E. Front Street #26. The office can also be contacted by telephone at 231-943-6988.


With more than $5.6 billion in assets under management,*² Zhang Financial takes pride in working without conflicts of interest from proprietary products and other questionable business practices. We are committed to upholding a fiduciary standard, providing our clients with customized and unbiased financial advice, first class service, and an open-architecture investment platform for a competitive price. Ranked as Michigan's #1 Financial Advisor,* Charles Zhang provides personalized investment recommendations to every client in our firm. Your assets are either in the custody of LPL or Charles Schwab.


Our team is proud to possess a wide variety of credentials that set Zhang Financial apart from other financial planning firms in Traverse City, Michigan. These credentials and certifications include:

  • Certified Financial Planner™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA®)
  • Chartered Financial Consultant (ChFC®)

Invest Smarter With Zhang Financial

If you are interested in professional financial guidance built around your best interests, contact the Zhang Financial Traverse City office by telephone at 231-943-6988, or request a consultation online at

Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.

Request a Consultation:

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: | 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.