Zhang Financial

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5931 Oakland Dr
Portage, MI 49024
+1 (269) 385-5888
http://www.zhangfinancial.com
Zhang Financial is a fee-only advisory firm and a proud member of the National Association of Personal Financial Advisors, otherwise known as NAPFA. NAPFA members must adhere to demanding practice requirements including fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments.
NAPFA-REGISTERED FEE-ONLY FINANCIAL ADVISOR

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Reviews

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5.017 reviews
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Stephen B.
5/17/2025

It is hard to convey how fortunate and grateful my wife and I are in having found the incredible team of people at Zhang Financial. Over my 45 years of investing, first via company managed...

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Yolanda L.
7/28/2016

I've been a client of Zhang Financial for many years. I have received better than benchmark returns with the lowest fee structure while staying in line with my overall financial needs. Long...

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Tom V.
10/8/2017

Zhang Financial has been great in helping my family realize great returns safely. Being fee only their focus on my needs, risk tolerance and expectations instead of trading to gain income while...

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Louise N.
2/16/2018

5-Star If you're lucky enough to have Zhang & Associates as your financial advisor, congratulations as you're one of a fortunate few! We've been with Zhang Financial for almost 20 years and have...

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Shaun W.
4/20/2017

Many thanks to Charles and Lynn Zhang and Chris Tarkowski for the tremendous service received in reviewing, restructuring, and implementing (on the spot) the new strategies for our investments....

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