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.
Our Doctor Wealth Playbook is a proprietary process we designed specifically to address the unique financial needs of doctors both personally and professionally.
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 servicesManaging 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
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.
of physicians feel burned out, with stress over money as the number two cause
of physicians plan to change jobs or exit the work force within 2-3 years
of physicians retire with less than $1m in net worth, when they should have >3x this amount
Broker-Dealers | Robo Advisors | DIY Investors | ||
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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 |
High Capability
Partial Capability
Limited/No Capability
Dr. Tom Valdivia, MD, MS
Senior Advisor and Chair of the Earned Doctor Council
Dr. Vik Bakhru, MD, MBA
President & CEO of Innovista Health Solutions
Dr. Leif Dahleen, MD
Founder, Physician on FIRE
Dr. Dane A. Hassani, MD
Board Certified Anesthesiologist at University of Chicago
Dr. Daniel Lage, MD
Medical Oncologist at Mass General Hospital
Dr. Nwando Anyaoku, MD, MPH, MBA
VP, Chief Health Equity Officer at Swedish
Dr. Maria Young Chandler, MD, MBA, FAAP
Pediatrician, Professor, FQHC Administrator, Board Member
Dr. Jordan Frey, MD
Plastic Surgeon in Buffalo, New York and Author of The Prudent Plastic Surgeon
Dr. Veena Korah, MD
Family Medicine Physician, Swedish Covenant/Northshore Medical Group
Dr. Paul Saadi, MD
Owner and Practicing Orthopedic Surgeon, Dallas Bone & Joint Clinic
Dr. M. Mohsin Shah, MD, FAANS, FACS
CMO and Executive Director, The Florida Neuroscience Institute