What Makes Us Different
At Heartworth Financial, we believe in keeping things clear, honest, and centered around you. As a fee-only firm and fiduciary, our only compensation comes directly from our clients, which means no commissions, no product sales, and no hidden agendas. Just straightforward financial planning and investment advice focused on what’s truly best for you.
From the Founder
At Heartworth Financial, I’m not just a financial planner. I’m the daughter of Hmong refugees. I was raised in a culture grounded in family, resilience, and hard work. My parents came to this country with nothing but hope and the determination to create a better future.
Like many in our community, they didn’t have access to financial education or professional guidance, but they gave everything to build a foundation for the next generation.
That’s why I started Heartworth Financial: to be the guide my parents never had. I’m here to support First-Generation Wealth Builders and underserved communities to break cycles, build wealth, and open doors for generations to come.
I understand what it’s like to navigate unfamiliar financial systems, to not know who to trust, and to fear being judged for what you were never taught. That’s why I meet every client with compassion, cultural awareness, and zero judgment. No shame. No assumptions. Just honest conversations and thoughtful guidance that honors where you come from and where you’re going.
With over 12 years of experience as a financial planner—primarily serving physicians—I now focus on helping first-gen professionals, business owners, and families take control of their money and turn today’s success into lasting, generational wealth.
My mission is simple: Make financial planning feel safe, relevant, and empowering for our community. Because we deserve access, we deserve clarity, and we deserve to build wealth that lasts.
Mai Yang, CFP®
Founder & Financial Planner
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