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Zhang Financial

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Investor & Investment Firm

Services offered by this company.

Primary Markets:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Portage, MI

Address:

5931 Oakland Dr, Portage, MI 49024

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Zhang Financial is a fee-only financial advisory firm that provides comprehensive wealth management services, with a focus on evidence-based investment strategies. The firm, led by top-ranked advisors Charles Zhang and Lynn Chen-Zhang, manages over $6 billion in assets and is known for its commitment to ethics, philanthropy, and delivering unbiased investment advice to high-net-worth clients.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Financial Advisory
  • Wealth Management
  • Investment Management
  • Fee-Only Advisory

Awards & Certifications:

  • Barron's list of America's Top Independent Financial Advisors for 2024
  • Investopedia's list of the TOP 100 Most Influential Financial Advisors in the nation for 2023
  • Forbes' list of America's Top RIA (Registered Investment Advisor) Firms for 2024
  • Better Business Bureau's Torch Award for Ethics
  • CFP
  • CPA
  • PFS
  • ChFC
  • CLU

Overview

In general, clients of Zhang Financial are highly satisfied with the company's services, professionalism, and responsiveness of their team. Reviewers highlight the firm's ability to consistently outperform market averages, provide personalized financial planning and investment management, and maintain a high level of integrity and community involvement.

Pricing

Request custom pricing for specific services offered by this provider. Each quote is tailored to your unique needs and project requirements.

Investor & Investment Firm Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers fee-only financial advisory services and wealth management.

What geographic areas does the company serve?

The company serves clients in Michigan and outside of Michigan.

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