Earned creates exceptional value for physicians through financial planning.
We help take the stress of financial planning off your plate with streamlined, 360 wealth management. From debt management to investments to tax planning, we offer you one main point of contact and an all-inclusive service.
See how Earned supports physicians with:
Increasing a physician's retirement savings with little added risk
Years of Practice:
10
Specialty:
Orthopedics
This physician's savings were forecasted to plateau by 2065 due to reliance on pre-tax accounts and equities. At Earned, we plotted out a savings model that used regular Roth conversions to accelerate the growth of after-tax savings through 2070 and beyond.
The Goal
Maximize retirement savings with minimal risk
This chart shows the original trajectory of our client’s portfolio. At their projected retirement in 2060, their qualified savings begin to peak and, eventually, dip.
The Earned Solution
Convert qualified funds into Roth savings
At Earned, we applied a savings model to the clients’ finances that called for regular Roth conversions of qualified accounts, turning tax-deferred funds into high-growth after-tax savings.
The Impact
Increased portfolio value while minimizing risk
By shifting the portfolio’s focus from qualified funds and equities to Roth savings (green), Earned could forecast healthy portfolio growth for this client well beyond retirement — without the increased risk of additional investments.
The Goal
Maximize retirement savings with minimal risk
This chart shows the original trajectory of our client’s portfolio. At their projected retirement in 2060, their qualified savings begin to peak and, eventually, dip.
Scenarios presented are for illustration purposes, are not an actual client and may not be typical of all clients. Individual results will vary.
Welcome to the Earned Wealth Playbook
Our proprietary Playbook allows us to generate value across each of seven wealth domains, unique to your career and life journey.
Financial Planning
Investments
Career Advisory
Tax Planning
Insurance
Trust & Estate
Debt & Cash Management
70+ cumulative years of advisory experience
Myhanh Hoskin
Managing Director CFP®, CWS®, AAMS®
Jessie Pincus
Client Development Director
Bill Martin
Chief Wealth Officer - CFA®
Coleman Levy
Associate Wealth Advisor - Series 65
Always win-win
Completely independent and impartial, we are never incentivized to recommend a particular product. Your wealth and wellbeing is our priority.
Evidence-backed
With open and rigorous practices, we'll always share the scientific basis for our recommendations, including the impact on your wealth.
Centered around you
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.
Making physicians feel confident
"What [Earned] saved me more than paid for their management fee… I sleep better at night knowing I have exceptional expertise and care just like what I provide to my patients, all in one place."
— Dr. William S., Internist
"When it comes to family medicine, it's looking at the whole person and all the things that contribute. Working with Earned, I really do feel that they look at all the pieces to be able to put the big picture together."
— Dr. Amanda M, Family Medicine
"They have made it easy for me to generate a plan and know where my money is going. I am genuinely excited about the future and love nerding out on all the data they provide."
— Dr. Joshua C., Urologist
Testimonials provided by current clients. Clients are not compensated for providing testimonials.
Frequently asked questions
Earned Wealth (a DBA of NoHo Financial, Inc) is an SEC-registered investment adviser located in New York City, NY. Registration as an investment adviser does not imply a certain level of skill or training.Earned Wealth's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publication, and links. All examples are for illustrative purposes only and may not be relied upon for investment decisions. The publication of Earned Wealth's website on the Internet should not be construed by any consumer and/or prospective client as Earned Wealth's solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.A copy of Earned Wealth's current written disclosure statement as set forth on Form ADV, discussing Earned Wealth's business operations, services, and fees is available from Earned Wealth upon written request. Additional Information about Earned Wealth and our advisors is also available online at https://adviserinfo.sec.gov/.Earned Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.Investing involves market risk, including possible loss of principal and investment objectives are not guaranteed.
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Investment advisory services offered through Earned Wealth, an SEC-registered investment adviser.