Stephen Chang, MD, MBA

Comprehensive, holistic financial planning for physicians and entrepreneurs.

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Acts Financial Advisors Stephen Chang, MD, MBA
McLean, VA

Serving Clients Nationwide

Comprehensive, holistic financial planning for physicians and entrepreneurs.

Areas of Focus

  • Education Funding
  • Employee Benefits
  • Estate Planning
  • Exit Planning
  • Financial Life Planning
  • High Net Worth
  • Insurance
  • Investment Management
  • Owning a Business
  • Real Estate Investing
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

Hi, I'm Stephen Chang. I am a fellowship-trained and board-certified diagnostic radiologist who has been involved in healthcare business management and operations for the past decade. At Acts Financial Advisors, I help physicians and small business owners / entrepreneurs to attain financial independence through comprehensive financial planning, investment management, and tax strategy services.


Stephen W. Chang, MD, MBA trained at Memorial-Sloan Kettering as a breast radiologist before pivoting to medical practice management. Prior to co-founding Acts Financial Advisors, he also ran a diagnostic laboratory, founded and sold a multispecialty practice, managed an allied health school, and consulted for McKinsey & Company in their healthcare practice.

Professional Designations

  • Doctor of Medicine (M.D.)
  • Master of Business Administration (MBA)

Primary Location

1390 Chain Bridge Road #10147, McLean, VA 22101

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Fee Based
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management


About our Firm

Acts Financial Advisors provides financial advisory services for both individual and institutional clients. Our clients primarily tend to be physicians, entrepreneurs, and small/medium-sized businesses.

We are your trusted partner in financial planning and wealth management. Our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe that financial planning should be comprehensive and integrative, taking into account all aspects of your financial life, including investment management, tax strategy and minimization, asset protection and estate planning, and insurance needs analysis.

Whether you’re planning for retirement, saving for your children’s college educations, building a real estate empire, looking to add an employee retirement plan, or looking to scale or exit your business, our team is here to help you navigate the complexities of the financial world and achieve your financial objectives. Thank you for choosing Acts Financial Advisors as your partner on your financial journey!

✅ Individuals: We provide comprehensive, holistic financial planning, which includes investment management and tax optimization. We also analyze real estate investments.

✅ Institutions: We provide business consulting services around ongoing management and exit opportunities, as well as employee benefit and retirement plan advising.


CFP coursework: University of Virginia | MBA: The Wharton School at the University of Pennsylvania | MD: The Johns Hopkins University School of Medicine | Undergraduate: Harvard College

Hobbies and Interests

  • Basketball
  • Cars
  • Church
  • Eating Out
  • Family
  • Football
  • Working Out

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Christians
  • College Graduates
  • Contractors
  • Corporate Executives
  • Couples
  • Dentists
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Immigrants
  • Individuals
  • Intergenerational Families
  • Investors
  • Parents
  • Physicians
  • Private Foundations & Organizations
  • Professional Athletes
  • Real Estate Investors
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.