MI · Okemos

Fiduciary advisors in Okemos, MI

1 advisor with offices in Okemos. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Okemos

Zhang Financial

Okemos, Michigan

Zhang Financial is a fee-only wealth management firm based in Portage, Michigan, managing over $8 billion in regulatory assets under management. The firm employs in-house CPAs and licensed attorneys to coordinate investment management, tax planning, and legal services for clients. Leadership includes Charles and Lynn, both NAPFA members, and the firm received the 2022 Better Business Bureau Torch Award for Ethics. Minimum investment requirements are $1,000,000 for Michigan residents and $2,000,000 for clients outside Michigan.

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Financial advisors in Okemos, Michigan

Advisors serving Okemos specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Michigan's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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