Zhang Financial
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
5931 Oakland Dr, Portage, Michigan, 4902...Phone Number
(248) 687-1258Website
www.zhangfinancial.comRevenue
$25.8 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
2
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2
1
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2
About Zhang Financial
Headquartered in Portage, Michigan, Zhang Financial is a fee-only advisory firm that provides clients with customized and unbiased financial advice, first class service, and an open-architecture investment platform for a competitive price.Explore more
Zhang Financial Org Chart
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Zhang Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Zhang Financial financials insights
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2020
Debt
$350K
Zhang Financial Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Facilities Relocation/Expansion, Business Development, Office Operations, Facilities Management
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Zhang Financial News & Media
America's #1 Independent Financial Advisor* Opens Office in Chicago
CHICAGO, Feb. 18, 2025 /PRNewswire/ -- Zhang Financial, a leading fee-only wealth management firm, is pleased to announce the opening of its new office in Chicago. Located in the renowned John Hancock Building at 875 North Michigan Avenue, this expansion marks a significant milestone in...EY Announces Charles Zhang and Lynn Chen-Zhang of Zhang Financial as an Entrepreneur Of The Year® 2024 Michigan and Northwest Ohio Award Winner
Celebrating the bold leaders who disrupt markets, revolutionize industries and transform lives DETROIT, June 21, 2024 /PRNewswire/ -- Ernst & Young LLP (EY US) today announced that Charles Zhang, Founder and President and Lynn Chen-Zhang, CEO of Zhang Financial, was named an Entrepreneur...EY Announces Charles Zhang and Lynn Chen-Zhang of Zhang Financial as an Entrepreneur Of The Year® 2024 Michigan and Northwest Ohio Award Finalist
Entrepreneur Of The Year celebrates ambitious entrepreneurs who are shaping the future PORTAGE, Mich., May 1, 2024 /PRNewswire/ -- Ernst & Young LLP (EY US) recently announced that Charles Zhang, Founder and President and Lynn Chen-Zhang, CEO of Zhang Financial were named as finalists for...ZHANG FINANCIAL HAS BEEN RANKED #6 IN THE NATION ON FORBES' LIST OF AMERICA'S TOP RIA FIRMS FOR 2023
PORTAGE, Mich., Nov. 15, 2023 /PRNewswire/ -- Zhang Financial, a leading fee-only wealth management firm, is pleased to announce that it has been ranked #6 in the nation on Forbes' list of America's Top RIA (Registered Investment Advisor) Firms for 2023.* With over 15,000 RIAs in the...
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Headquartered in Portage, Michigan, Zhang Financial is a fee-only advisory firm that provides clients with customized and unbiased financial advice, first class service, and an open-architecture investment platform for a competitive price.... Read More
