Physicians deserve a financial advisory that cares for them with the same passion they bring to caring for us.
Completely independent and impartial, we are never incentivized to recommend a particular product. Your wealth and wellbeing is our priority.
With open and rigorous practices, we'll always share the scientific basis for our recommendations, including the impact on your wealth.
As a registered fiduciary, we are legally obligated to act in the best interest of you, our client. If something isn't right for you, it's not right for us either.
Our team is paid a flat salary and is only incentivized around your happiness and the results we deliver.
The best advisors on your side who specialize in your unique career journey as a physician.
Our advice is always informed by physician career milestones, like the transition from residency to practicing.
Our advisors develop customized and comprehensive financial plans that get clients where they want to go faster.
Earned advisors are highly specialized. They provide insights tailored to the unique career arcs of physicians.
Managing Director CFP®, CWS®, AAMS®
Client Development Director
Chief Wealth Officer - CFA®
Associate Wealth Advisor - Series 65
Former CEO Charles Schwab & Blucora
Former VP Sofi, Ex- Apple & Mastercard
Head of Strategic Initatives
Former President Blucora, ex- Gamestop
Head of Business Operations & Finance
Former AVP Strategy Bright Health
Fill out this form and an Earned team member will be in contact to set up a consultation shortly. We'll introduce our approach and walk through your circumstances and financial goals to come up with a custom wealth plan together.