Why Zhang Financial?
At Zhang Financial, we believe that financial advice should be truly independent, transparent, and always in your best interest. Here is why families across the nation place their trust in us and why we set a new standard for wealth management:
1. Fiduciary Commitment, Always.
We operate as a fee-only fiduciary. That means no commissions, no product sales, and no hidden agendas. Our only loyalty is to you—our client.
2. Nationally Recognized Leadership.
Led by Charles Zhang, ranked the #1 Independent Advisor in the U.S. by Barron’s in 2024*, Zhang Financial has built a decades-long track record of excellence.
3. Personalized, Holistic Planning.
We look beyond investments. From retirement and tax planning to estate strategies and education funding, we craft a customized financial roadmap tailored to your life.
4. Unbiased Investment Approach.
With open access to a world of high-quality, low-cost investment products, we design portfolios rooted in research—not in sales quotas.
5. Exceptional Service and Access.
Clients work directly with senior advisors and receive timely, personal attention, including proactive reviews and ongoing support—because your financial future deserves nothing less.
6. Fee-Only Transparency.
We believe that how we are compensated matters. With no commissions or proprietary products, our interests are aligned directly with your success.
Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.
Request a Consultation:
Portage MI Office
5931 Oakland Drive
Portage, MI 49024
269.385.5888
Get In Touch
Battle Creek Office
70 West Michigan Ave, Suite 100
Battle Creek, MI 49017
269.965.0777
Get In Touch
Grand Rapids Office
460 Ada Drive, Suite 200
Ada, MI 49301
616.235.5777
Get In Touch
Ann Arbor Office
2723 South State Street Suite 150
Ann Arbor, MI 48104
888.777.0126
Get In Touch
Troy Office
101 West Big Beaver Road, 14th Floor
Troy, MI 48084
248.687.1258
Get In Touch
Naples Office
999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108
239.325.1826
Get In Touch
Traverse City Office
231.943.6988
Get In Touch
Lansing Office
2198 Commons Parkway
Okemos, MI 48864
517.893.3988
Get In Touch
Chicago Office
Get In Touch
New York Office
85th Floor, New York, NY 10007
Get In Touch
Bloomfield Hills Office
Get In Touch
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.
