Zhang Financial

Chicago, Illinois

5.0
Call (312) 788-9887 Visit website →

About

Zhang Financial is a fee-only wealth management firm with over $8 billion in regulatory assets under management, based in Portage, Michigan with multiple office locations. The firm's principals are NAPFA members and the team includes in-house CPAs and licensed attorneys who coordinate investment management, tax planning, and legal services. Zhang Financial operates as a fiduciary with minimum investment requirements of $1,000,000 in Michigan and $2,000,000 outside Michigan, and received the 2022 Better Business Bureau Torch Award for Ethics.

Firm details

Languages
English
Hours
Daily: Closed
SEC registered
No
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