How We Help
Meet the first-of-its-kind wealth manager created for physicians. Start optimizing your wealth potential with someone who gets you. You’ve earned it.
Partner with your Advisor to assess your financial health across investing, tax planning, insurance, income and debt management, and trust and estate. Our three month engagement will culminate in a financial plan that we'll deliver and you'll execute on.
We pair you with a dedicated Earned Advisor who is an expert in physician wealth creation. Your advisor will apply our Physician Wealth Playbook to rapidly identify ways to increase your wealth potential and help you achieve your goals.
Our Physician Wealth Playbook is a proprietary process that we use to identify, prioritize, and action wealth creation opportunities for our physician clients. Over your first 12 months with Earned, we'll do the heavy lifting to unearth opportunities to maximize your wealth potential and help achieve your goals.
Your dedicated Earned Advisor will develop a custom plan that becomes a roadmap from where you are today to where you want to be. Trust that you are getting the best advice – your dedicated Advisor is a fiduciary (they are not paid on commission for anything recommended to you), Certified Financial Planner™ professional, and has the power of modern tax-smart technology behind them.
Map your sources of income and identify your career and personal goals.
Calculate your current net worth, inclusive of student loans, practice ownership, and real estate
Identify key value generation areas
Our Intelligent Advice Engine™ allows our advisors to deliver robust, precisely-tailored financial advice while they work to systematically optimize outcomes. In our client portal, you will have transparency on what Earned is working on your behalf, and be able to seamlessly reach your dedicated advisor on your schedule.
Through the Earned Wealth App, you will be able to manage your net worth all in one spot, manage your budget, track subscriptions and more!
“[Earned is] a feeling that I hope my patients feel with me. To be able to turn to me and say, who do I turn to? Who do I ask? So just to have that is invaluable. I basically feel they’re empowering us to just take control again. With Earned I feel supported, secure and on the path to financial health.”
“I brought it up with Earned that I’d be taking on a new role, and what’s that going to do to our financial plan? Earned was able to adjust the financial plan for us and say, this is how things are going to be changing with this new role and this is how we can make sure you succeed and make sure this is the right decision for you.”
“I personally feel that I’m a master craftsman at what I do, and if I can find a financial advisor who has that same level of expertise, it’s synergistic. With Earned, I feel confident that I’m making the right financial decisions.”
Testimonials provided by current clients. Clients are not compensated for providing testimonials.