Mark P. Eid, MD, MBA, EA

Mark P. Eid, MD, MBA is a Hopkins-educated and fellowship-trained Mohs surgeon. He founded, grew, and ultimately sold his multi-location dermatology practice to a large dermatology platform. Mark also heads a real estate development and consulting firm, EGE, which has transacted and advised on deals worth hundreds of millions of dollars.

Investments — CIMA® coursework: Yale School of Management (ongoing)
Tax — Enrolled Agent: Admitted to practice before the IRS
Insurance — Producer: Licensed agent/broker for Life & Health lines of authority
Investment adviser representative: Federally covered and licensed
Financial planning — CFP® coursework: University of Virginia
Real estate — Salesperson: Licensed agent
MBA: Fox School of Business at Temple University
MD: The Johns Hopkins University School of Medicine
Undergraduate: West Chester University (combined 7-year medical school program)

Mark and Stephen first met each other while in medical school at Johns Hopkins. They have both completed Certified Financial Planning coursework at UVA, and have extensive personal experience in residential and commercial real estate investing, including 1031s and other tax deferral strategies. They are also seasoned in small business retirement plan administration within both defined contribution plans and defined benefit plans.

Stephen W. Chang, MD, MBA, EA, CFP®

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 outpatient practice, managed an allied health school, and consulted for McKinsey & Company in their healthcare practice.

Investments — CIMA® coursework: Yale School of Management (ongoing)
Tax — Enrolled Agent: Admitted to practice before the IRS
Insurance — Producer: Licensed agent/broker for Life & Health and Property & Casualty lines of authority
Investment adviser representative: Federally covered and licensed
Financial planning — 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