Working with Yohance has been exactly what my husband and I needed during this pivotal stage of life—transitioning from residency to attending physician while raising a young family and building our financial future.
Yohance isn’t just a strategic investor who has grown our wealth—he’s an incredible educator. We’ve gained so much knowledge and confidence through his guidance. When we first started, we were behind on retirement and juggling multiple scattered brokerage accounts (Acorns, E*TRADE, Stockpile, etc.). Yohance helped us streamline everything into a simple, efficient system that now works seamlessly for us.
In just a short time, we’ve gone from feeling behind to exceeding the ambitious financial goals we once thought were years away. We actually *look forward* to our check-ins and seeing the tangible progress we’ve made. We couldn’t be more excited to continue growing and achieving with Yohance’s guidance!
Relationship to Financial Advisor: Client as of Nov 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.