What departments does Zhang Financial have?

Zhang Financial has employees across 5 departments including Finance, Operations, Administrative, Consultant, Education.

What is the largest department at Zhang Financial?

The largest department at Zhang Financial is Finance with 8 employees.

Where are Zhang Financial employees located globally?

Zhang Financial has employees across 3 continents and 3 countries including China, Germany, United States Of America.

How has Zhang Financial's team size changed over time?

Zhang Financial's team has remained stable from approximately 51 to 51 employees based on available data.

Zhang Financial Employee Directory

Q: Who are Zhang Financial's key employees and leadership?

Zhang Financial's key employees include: Ceo: L. C., Chief Executive Officer: C. Z., Chief Customer Officer: D. H., Chief Executive Pawfficer: S. Z., Vice President - Investment Strategy: M. Z..

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.

Zhang Financial Global Highlights

North America
80

United States Of America
80

Asia
1

China
1

Europe
1

Germany
1

Zhang Financial's Leadership

L. C.
Ceo
Mobile Phone
Email
C. Z.
Chief Executive Officer
Mobile Phone
Email
D. H.
Chief Customer Officer
Mobile Phone
Email
S. Z.
Chief Executive Pawfficer
Mobile Phone
Email
M. Z.
Vice President - Investment Strategy
Mobile Phone
Email
R. Z.
Vice President - Investment Strategy
Mobile Phone
Email
E. J. B.
Vice President - Tax And Client Services
Mobile Phone
Email
R. M.
Vice President - Investment Strategy
Mobile Phone
Email

Zhang Financial Employee Metrics

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0%

2026

2025

Banking
Community & Social Services
Business
Branding
Accounting
Other
Research
Consultant

Contact profiles from Zhang Financial

Name

Title

Contact Info

Location

Last Update

E. W.
Senior Independent Consultant
Mobile Phone
Email
Jan 27, 2026
J. E.
Senior Administrative Assistant
Mobile Phone
Email
United StatesMichigan
Mar 24, 2026
B. R.
Senior Independent Consultant
Mobile Phone
Email
United StatesMichigan
Jun 08, 2026
B. R.
Senior Independent Consultant
Mobile Phone
Email
Jun 08, 2026
H. W.
Senior Client Service Associate
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
K. C.
Senior Financial Planning Assistant
Mobile Phone
Email
United StatesMichigan
Jul 07, 2024
K. S.
Senior Client Service Associate
Mobile Phone
Email
UNITED STATES
Sep 08, 2025
P. B.
Senior Administrative Assistant
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
B. C.
Client Service Associate
Mobile Phone
Email
United StatesMichigan
Apr 16, 2026
E. E.
Client Services Associate
Mobile Phone
Email
United StatesMichigan
Jan 28, 2026

Frequently Asked Questions

What is Zhang Financial known for?

Zhang Financial was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 5931 Oakland Drive Portage, Michigan 49024 United States; you can contact the 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?

Zhang Financial employees' email format typically follows the pattern of . 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?

Zhang Financial has approximately 62 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Zhang Financial's key employees and leadership?

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

Ceo: L. C.
Chief Executive Officer: C. Z.
Chief Customer Officer: D. H.
Chief Executive Pawfficer: S. Z.
Vice President - Investment Strategy: M. Z.

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Zhang Financial Employee Directory

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