Tax planning and preparation built for California dentists

"I feel like, as a client, I feel heard and I feel known. Whoever answers the phone, they address you by name. They say, we're going to take care of that."

"It's seamless. It just amazes me how well they work together and do all the things I need. I know it's tricky and complicated. There's banking stuff, there's tax stuff, there's retirement stuff, all these different moving parts. It just works."

"[Earned] is a feeling that I hope my patients feel with me. To be able to turn to me and say, who do I turn to? To have that is invaluable. With Earned I feel supported and secure."

"I brought up with Earned that I'd be taking on a new role. Earned was able to adjust the financial plan for us and say this is how we can make sure you succeed and make sure this is the right decision for you."

"I personally feel that I'm a master craftsman at what I do, and if I can find a financial advisor who has that same level of expertise, it's synergistic. With Earned, I feel confident that I'm making the right financial decisions."

"They're a one stop shop, which is great to do everything or as much as possible in house. It makes my life a lot easier. Consistently getting one point person is great, as opposed to shopping around or talking to 10 different people."

"They had a plan. They laid it out for me, this is what we can do and this is how we can make it happen. I'm going to save over $100,000 in taxes. It's huge — the fact that they're actually listening. I wish I would have been with [Earned] for years."

"I hired [Earned] almost 20 years ago to help me with my entry-level salary. [My advisor] is still the person I call, and now we're on track to collect $7 million."