Zhang Financial

Financial ServicesMichigan, United States51-200 Employees

Zhang Financial is a U.S.-based financial services firm focusing on fee-only wealth management and guided by an evidence-based investment philosophy. It is headquartered in Portage, Michigan, and manages more than $7.8 billion in assets under management. Founded about thirty years ago, the firm emphasizes a client-centered approach and philanthropic engagement, with founder Charles Zhang earning consistent recognition in Barron’s Top 100 Independent Wealth Advisors rankings, including a #1 position in 2025. The company serves clients seeking fiduciary, independent-style guidance in wealth management, delivering comprehensive, fee-only services designed to maximize the probability of investment success. In 2026, Forbes ranked Charles Zhang as #5 on America's Top Wealth Advisors, illustrating the firm's standing within the advisory field.

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