Zhang Financial

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 Wealth 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.

*See Full Disclosure

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Advisors at this Office

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This Office

460 Ada Dr SE Suite 200 Ada, MI 49301 Phone: (616) 235-5777

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