Zhang Financial

Zhang Financial sets a new standard for your finances. Established almost three decades ago, Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. For the past five years, Charles Zhang, CFP®?, has been placed in the top 10 on Barron's list of America's Top 100 Independent Advisors. Most recently he was ranked #2 and he is currently the highest ranked Fee-Only NAPFA-Registered Financial Advisor on the list.* Charles was also ranked #6 in the nation on Forbes' list of America's Top Wealth Advisors for 2019 and is the highest ranked Independent Advisor on the list.* Zhang Financial is also known for its commitment to philanthropy, especially within our local community. See Giving Back. https://www.zhangfinancial.com/giving-back/

With more than $3 billion in assets under management, 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.

*See Full Disclosure

Zhang Financial Website Disclosure

See Disclosures, Form ADV Part 2 and ADV Appendix 1: Wrap Fee Program Brochure


Advisors at this Office


This Office

70 Michigan Ave W Ste 100 Battle Creek, MI 49017-3619 Phone: (269) 965-0777

Primary Office

5931 Oakland Dr Portage, MI 49024-2106 Phone: (269) 385-5888

Other Offices

999 Vanderbilt Beach Rd Ste 200 Naples, FL 34108-3512 Phone: (888) 777-0126
70 Michigan Ave W Ste 100 Battle Creek, MI 49017-3619 Phone: (269) 965-0777
460 Ada Dr SE Suite 200 Ada, MI 49301 Phone: (616) 235-5777
101 W Big Beaver Rd Fl 14 Troy , MI 48084-5253 Phone: (248) 687-1258