Our process is anything but standard operating procedure. We specialize in what we know best, and in what we love most—helping physicians manage their finances so they can focus on their patients, families, and busy lives outside of work. Our experienced team of advisors is led by Joel Greenwald, a former practicing physician, and Mai Yang, a specialist in counseling younger doctors. With our many years of financial expertise coupled with our valuable healthcare background, we’re uniquely qualified to serve the needs of this community. You won’t find business as usual here. We operate in a way that works best for our clients with a set of core beliefs that sets us apart. We believe in helping you live a rich life. We’re not just financial advisors, we’re financial life planners. It’s the difference between a balance sheet and working to balance your finances to achieve your long-term goals and aspirations. Here, you’ll get far more than just asset management, you’ll find a partner to help manage your financial life. We believe you deserve full-on financial care. Just like the members of a care team, all aspects of financial life work together. That’s why we provide comprehensive, essential services from investments and disability insurance to retirement and estate planning to ensure you’re financially covered from head to toe. Time for a financial checkup? Make a no-obligation, no-fee appointment today. We believe in worry-free wealth management. Our approach to financial planning starts with our capable, confident and kind team members who make it their goal to remove the headaches and anxiety from the process. We always strive to provide you with valuable advice, and do whatever it takes to help you achieve financial peace of mind. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.