Comprehensive wealth management for physicians
From tax-smart investing strategies to insurance optimization, from estate planning to career advisory, the Wealth Management Service offers a comprehensive personalized perspective on your finances.
Physicians deserve a financial advisor that looks out for them.
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.
The Earned Wealth Playbook allows us to systematically capture value for our physician clients by:
Investing assets tax-efficiently
Accessing institutional quality private investments
Implementing strategies to reduce taxes
Assessing insurance needs
Reviewing trust & estate planning
Evaluating impact of career transitions
Find potential millions of dollars in missed opportunities
We examine your financial wellness across 7 wealth pillars and create a plan to help you optimize your net worth. Here are some of the things we can do for you:
Find savings on insurance premiums
Identify tax planning savings opportunities
Uncover ways to optimize investment strategy
A seamless, white glove experience.
Securely transferring your financial details has never been easier. Just give your Concierge the authorization, and we’ll take care of migrating all your assets for you. All we need is:
Your most recent statements (for the accounts you want to transfer) for us to upload into our secure digital vault
A brief phone call—on your schedule—to verify some additional information
Your electronic signature on the transfer paperwork, completed by us
Dedicated advisors you can trust.
At Earned Wealth, you’ll build a relationship with an Earned Advisor who is well-versed in your unique career and financial needs as a physician. Your advisor will be your main point of contact for streamlined communication and comprehensive planning.
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
“It's a feeling that I hope my patients feel with me. To be able to turn to me and say, who do I turn to? Who do I ask? I feel Earned is empowering us to take control again. I feel supported, secure and on the path to financial health.”
Dr. Marcia Lu
Family Medicine
Frequently asked questions
© 2023 Noho Financial Inc
30 Cooper Square, 10th Floor, New York, NY 10003
Investment advisory services offered through Earned Wealth, an SEC-registered investment adviser.