About Us
Wealthy Doctor Institute, LLC (WDI) is a physician-focused financial advisory firm helping physicians and medical professionals with financial and retirement planning, 401(k) strategy, tax-aware financial planning, student loan planning, insurance, and legacy planning. It also serves as an educational platform for the services offered by Wealth Doctor Advisors (WDA).
Wealthy Doctor Advisors (WDA) is an Investment Advisor Representative. Its wealth management, investment management services, and investment advisory services are offered through Virtue Capital Management, LLC (VCM), a Registered Investment Advisor. VCM and Wealthy Doctor Advisors (WDA) are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A), which is available from WDA or by contacting Virtue Capital Management.
David Yeh, MD
Chief Investment Officer, Founder
Nuclear Physician / Radiologist
Investment Adviser (CRD# 6398483)
David is a practicing physician, speaker, best-selling author, investment advisor, and founder of The Wealthy Doctor Institute, LLC.
David has spent 20 years researching, backtesting, and refining straightforward investment systems that have allowed him to semi-retire at 45. David’s techniques combine the tools of traditional money managers, the risk-mitigation techniques of active market traders, and the pattern recognition and quantitative analytical skills of diagnostic physicians into practical systems that a reasonably busy doctor can realistically implement.
David completed his undergraduate studies at Cornell University, earned his medical degree from NYU Grossman School of Medicine, and completed a nuclear medicine fellowship at the University of Pennsylvania School of Medicine.
Xiao Zhang
Chief AI / Technology Officer
Xiao Zhang is an Innovative leader and strategist with 20+ years of experience in advanced analytics, data-driven decision-making, ML/AI, and digital transformation across industries, including higher education, finance, oil & gas, urban planning, and retail.
Proven expertise in leading cross-functional teams, designing scalable data solutions, and leveraging AI/ML technologies to deliver operational excellence and transformative outcomes. Adept at bridging technical execution with strategic vision, driving innovation, and fostering sustainable growth through actionable insights and process optimization.
Previously worked for the University of Chicago as the Director of Analytics and Data Solutions. She is also the founder of AI for Next Stop, LLC. Currently, she is in the UChicago Booth Chief AI Officer program and at the George Washington University, the Doctor of Engineering in Artificial Intelligence and Machine Learning Program. She is an alumna of both Harvard Business School and McGill University.
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Sorry for the disclaimers at the bottom, guys! Brian, in his enthusiasm, made it seem like I was going to be the next Warren Buffett. No way am I going to promise that! But glad he's impressed with my book! - David Yeh
Disclaimer:
This page is produced by Wealthy Doctor Institute, LLC for educational purposes. Wealthy Doctor Institute, LLC is not a registered investment advisor and this content does not constitute investment advice. Always consult a qualified financial advisor and read all offering documents carefully before investing.
Investment advisory services offered by Wealthy Doctor Advisors through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Wealthy Doctor Institute, LLC are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Hypothetical illustration for presentation purposes only. Actual investment experience will vary with stock selection and changing market conditions.
Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.