Zhang Financial

Charles Zhang, CFP®, has been ranked #6 on Barron's list of America's Top 100 Independent Wealth Advisors and ranked #7 on Forbes' list of America's Top Wealth Advisors for 2018.* He is the highest ranked NAPFA-Registered fee-only Financial Advisor on each of those lists.** 


With more than $2.7 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. Ranked Michigan's #1 Financial Advisor by Barron’s and Forbes****, Charles Zhang provides personalized investment recommendations to every client in our firm. Your assets are in the custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service.


*As reported by Barron’s 9/14/18: The ranking reflects the AUM overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors' practices, and other factors.  As reported in Forbes 9/13/18: The rankings, developed by Shook Research, are based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors. **For fee-only status see NAPFA.org.   ***Zhang Financial's regulatory AUM can be found in Item 5.F of Zhang Financial's Form ADV 1, available at http://www.adviserinfo.sec.gov.   ****As reported in Barron’s 3/10/18: Factors same as disclosure 1. As reported in Forbes, 2/20/19: Factors same as disclosure 1.


Advisors at this Office


This Office

101 W Big Beaver Rd Fl 14 Troy , MI 48084-5253 Phone: (248) 687-1258

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
2828 Kraft Ave SE Ste 100 Grand Rapids, MI 49512-7700 Phone: (616) 235-5777
101 W Big Beaver Rd Fl 14 Troy , MI 48084-5253 Phone: (248) 687-1258