Special Advertising Section: Faces of Detroit 2026
Zhang Financial
1145 W. Long Lake Road, Suite 301, Bloomfield Hills, MI 48302 | 248-846-8889 | zhangfinancial.com
Zhang Financial is a fee-only independent wealth advisory firm headquartered in Portage, Michigan. The firm manages more than $8 billion in assets and operates under an independent, fee-only fiduciary model designed to align its advice with clients’ interests.
The firm’s Bloomfield Hills office is led by senior vice presidents Alex Zhang, JD, CFA, CFP®, and Tyler Soares, CPA, CFA, CFP®. They are supported by a team of 60 professionals offering investment management, tax planning, estate strategy, and dedicated support.
Founder and president Charles Zhang, CFP®, MBA, MSFS, ChFC, was ranked No. 1 in Barron’s list of 2025 Top 100 Independent Advisors. [The 2025 list was released on September 15, 2025, based on data for the 12-month period ending June 30, 2025. Zhang Financial does not pay a fee to be considered for or included in Barron’s rankings. The firm pays a licensing fee to Barron’s for the right to use the rankings and logo in marketing materials. (See zhangfinancial.com/disclosure for full ranking criteria and methodology.)
