WEALTH MANAGEMENT
Work with a financial advisor who gets you.
You’ve earned it.
Our clients have access to doctor-focused, tax-efficient wealth building strategies through our unique Doctor Wealth Playbook, which includes financial planning, investing, tax planning, insurance, estate planning, and career advisory.
Designed to help you earn and save more
A fully comprehensive and personalized approach
Financial Planning
At Earned, we understand the importance of connecting your financial goals and decisions to your trust and estate plan to make sure your assets are distributed according to your wishes. We’ll review and visualize your current estate plan, making it easy to understand, and ensuring it’s connected to your financial goals and most-up-to-date view of your assets.
Trust & Estate
At Earned, we understand the importance of connecting your financial goals and decisions to your trust and estate plan to make sure your assets are distributed according to your wishes. We’ll review and visualize your current estate plan, making it easy to understand, and ensuring it’s connected to your financial goals and most-up-to-date view of your assets.
Investments
Earned’s investment philosophy focuses first on your financial goals as a doctor, then creates personalized strategies factoring in your preferences, financial and tax circumstances, income, personal balance sheet, goals and aspirations.
Debt & Cash Management
At Earned, we develop personalized debt management strategies to help you avoid the pitfalls of debt and capitalize on its smart uses to help realize the financial outcomes you deserve.
Tax Planning
By taking a holistic view of tax planning in conjunction with investment strategies, Earned can help identify ways you may not have considered to help lower your tax bill, generating tax savings that further fund your financial goals.
Insurance
Constructing a strategy that balances employer coverage with premium costs and your overall risk is essential to financial security and peace of mind. We’ve got you covered.
Career Advisory
Earned will arm you with the data and tools you need to navigate your most important career decisions. From evaluating multiple job offers to considering taking on a side gig to the preparation needed to buy into or sell a practice – once you decide, we’ll work with you to help maximize your financial life around that decision.
Evolving with you — from residency to retirement and beyond
As fiduciaries, we're required to act in your best interest
We carefully match you with a Wealth & Tax advisor and a team that works exclusively with doctors
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Backed by modern, tax-smart technology
Our world-class platform allows our advisors to deliver sophisticated financial advice while they work to systematically optimize outcomes.
The Earned Difference
High Capability
Partial Capability
Limited/No Capability
*Services provided by Earned's affiliate entities.
Your assets are secure
Your assets are custodied at Fidelity and Charles Schwab and protected by SIPC. As two of the nation’s largest institutional custodians, Fidelity and Charles Schwab are known for financial stability, compliance with industry regulations, and insurance protection via the Securities Investor Protection Corporation (SIPC) to help safeguard your investments.
Discover how we can help you.
Book a free consultation to see how we can help you minimize taxes and maximize your wealth.
Get Started
© 2025 Earned Wealth Advisors, LLC.
165 Lennon Ln, Suite 200, Walnut Creek, CA 94598
Investment advisory services offered through Earned Wealth Advisors, an SEC-registered investment adviser.