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 $4 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, Charles Schwab, or TD Ameritrade.


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.