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Zhang Financial Employee Directory

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.

Find Zhang Financial employees' phone numbers or email addresses

Zhang Financial Global Highlights

Location
Employees

North America
76

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  • United States Of America
    76

Asia
2

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  • China
    1
  • India
    1

Africa
1

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  • Nigeria
    1

Europe
1

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  • Germany
    1

Zhang Financial's Leadership

  • Chief Customer Officer at Zhang Financial
    D. H.
    Chief Customer Officer
    Mobile Phone
  • Vice President - Investment Strategy at Zhang Financial
    R. M.
    Vice President - Investment Strategy
    Mobile Phone
  • Senior Vice President, Investment Strategy at Zhang Financial
    T. S.
    Senior Vice President, Investment Strategy
    Mobile Phone
  • Manager - Client Services And Training at Zhang Financial
    K. S.
    Manager - Client Services And Training
    Mobile Phone
  • Senior Independent Consultant at Zhang Financial
    E. W.
    Senior Independent Consultant
    Mobile Phone
  • Senior Independent Consultant at Zhang Financial
    B. R.
    Senior Independent Consultant
    Mobile Phone
  • Client Relations Coordinator at Zhang Financial
    C. H.
    Client Relations Coordinator
    Mobile Phone
  • Administrative Assistant at Zhang Financial
    A. K.
    Administrative Assistant
    Mobile Phone

Zhang Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Branding
  • Other
  • Research
  • Consultant
  • Accounting

Contact profiles from Zhang Financial

Name
Title
Contact
Location
Last Update
  • Chief Customer Officer at Zhang Financial
    D. H.
    Chief Customer Officer
    Mobile Phone
    Oct 22, 2024
  • Senior Vice President, Investment Strategy at Zhang Financial
    T. S.
    Senior Vice President, Investment Strategy
    Mobile Phone
    Jul 01, 2026
  • Vice President - Investment Strategy at Zhang Financial
    R. M.
    Vice President - Investment Strategy
    Mobile Phone
    Jun 25, 2025
  • Manager - Client Services And Training at Zhang Financial
    K. S.
    Manager - Client Services And Training
    Mobile Phone
    Jun 28, 2026
  • Senior Independent Consultant at Zhang Financial
    E. W.
    Senior Independent Consultant
    Mobile Phone
    Jan 27, 2026
  • Senior Independent Consultant at Zhang Financial
    B. R.
    Senior Independent Consultant
    Mobile Phone
    Jun 08, 2026
  • Client Relations Coordinator at Zhang Financial
    C. H.
    Client Relations Coordinator
    Mobile Phone
    Sep 14, 2026
  • Administrative Assistant at Zhang Financial
    A. K.
    Administrative Assistant
    Mobile Phone
    Oct 21, 2024
  • Administrative Assistant at Zhang Financial
    A. T.
    Administrative Assistant
    Mobile Phone
    Oct 18, 2024
  • Financial Planner at Zhang Financial
    C. T.
    Financial Planner
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Zhang Financial known for?

Minus sign iconPlus sign iconZhang Financial was founded in 1991 and operates in the Financial Services industry. You can contact Zhang Financial's main corporate office by phone at
+1-269-385-****
. Explore Zhang Financial's company overview page for more information.

What is Zhang Financial's most common email format?

Minus sign iconPlus sign iconZhang Financial employees' email format typically follows the pattern of First.Last@zhangfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Zhang Financial email formats with LeadIQ.

How many employees does Zhang Financial have currently?

Minus sign iconPlus sign iconZhang Financial has approximately 63 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Africa.

Who are Zhang Financial's key employees and leadership?

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As of August 2026, Zhang Financial's key employees include:

  • Chief Customer Officer: D. H.
  • Vice President - Investment Strategy: R. M.
  • Senior Vice President, Investment Strategy: T. S.
  • Manager - Client Services And Training: K. S.
  • Senior Independent Consultant: E. W.

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