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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
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Managing a growing practice and an expanding family

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Optimizing investments to accelerate after-tax wealth

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Preparing for practice sale and transitioning to retirement

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Evaluating two job offers with different comp packages

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Determining the right amount of disability and life insurance

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Balancing debt repayment and saving for the future

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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.

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

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Physician-specific guidance that evolves across career and life stages

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Fiduciary not paid commission on product sales

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Personal financial planning with CFP® Professional

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Sophisticated tax-smart strategies to optimize outcomes

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Access to premier private investments, for qualified investors

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Comprehensive offering including tax and estate planning

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Transparent fees

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All-inclusive mobile app to track your investments

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High Capability

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Partial Capability

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Limited/No Capability

Our Doctor Advisory Council is a critical input to the company that informs how we work with you.

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Dr. Tom Valdivia, MD, MS

Senior Advisor and Chair of the Earned Doctor Council

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Dr. Vik Bakhru, MD, MBA

President & CEO of Innovista Health Solutions

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Dr. Leif Dahleen, MD

Founder, Physician on FIRE

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Dr. Dane A. Hassani, MD

Board Certified Anesthesiologist at University of Chicago

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Dr. Daniel Lage, MD

Medical Oncologist at Mass General Hospital

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Dr. Nwando Anyaoku, MD, MPH, MBA

VP, Chief Health Equity Officer at Swedish

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Dr. Maria Young Chandler, MD, MBA, FAAP

Pediatrician, Professor, FQHC Administrator, Board Member

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Dr. Jordan Frey, MD

Plastic Surgeon in Buffalo, New York and Author of The Prudent Plastic Surgeon

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Dr. Veena Korah, MD

Family Medicine Physician, Swedish Covenant/Northshore Medical Group

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Dr. Paul Saadi, MD

Owner and Practicing Orthopedic Surgeon, Dallas Bone & Joint Clinic

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Dr. M. Mohsin Shah, MD, FAANS, FACS

CMO and Executive Director, The Florida Neuroscience Institute

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© 2024 Noho Financial Inc

30 Cooper Square, 10th Floor, New York, NY 10003

Investment advisory services offered through Earned Wealth, an SEC-registered investment adviser.