Wealth Management Built for Doctors, Personalized for You

Experience the benefits of a wealth manager that understands your unique financial needs and opportunities as a doctor and seamlessly brings them together with your personal goals.

We wrote the playbook for doctor wealth management

Our Doctor Wealth Playbook is a proprietary process we designed specifically to address the unique financial needs of doctors both personally and professionally.

We’re prepared to navigate the nuance of your profession

Our team is dedicated to guiding you toward financial success at every stage of your career and is prepared to navigate the unique complexities and opportunities of your career trajectory. At every milestone, we’re here to offer advice and dynamically adjust to changes in your career, life, and priorities.

Learn about our services

Managing a growing practice and an expanding family

Optimizing investments to accelerate after-tax wealth

Preparing for practice sale and transitioning to retirement

Evaluating two job offers with different comp packages

Determining the right amount of disability and life insurance

Balancing debt repayment and saving for the future

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.

Learn how it works

Earned was founded as an answer to the adverse financial outcomes doctors face - the financial services industry fails them.

53%

of physicians feel burned out, with stress over money as the number two cause

47%

of physicians plan to change jobs or exit the work force within 2-3 years

25%

of physicians retire with less than $1m in net worth, when they should have >3x this amount

The Earned Difference

		Broker-Dealers	Robo Advisors	DIY Investors
Physician-specific guidance that evolves across career and life stages
Fiduciary not paid commission on product sales
Personal financial planning with CFP® Professional
Sophisticated tax-smart strategies to optimize outcomes
Access to premier private investments, for qualified investors
Comprehensive offering including tax and estate planning
Transparent fees
All-inclusive mobile app to track your investments