Welcome to the Earned Client Portal

New Capabilities. Smarter Tax Savings.
You’ve Earned It.

Your new Earned Client Portal brings your entire financial life together in one secure place.

View your accounts and performance in real time

Track your portfolio, performance, and progress toward your goals — all updated automatically.

See your savings through our tax-smart strategies

If you have taxable accounts, you can easily view your annual tax savings and how our strategies help you keep more of what you earn.

Link your bank accounts for spending insights

Connect your personal and practice accounts to monitor spending and cash flow in one view.

Frequently asked questions

Is my advisory team changing?

No. You’ll continue working with the same trusted Earned advisors who know your goals and financial picture. Nothing about your relationship or your financial plan is changing.

What’s happening behind the scenes?

Starting October 1, 2025, we’re upgrading the technology that supports your portfolio management. Earned will now direct trading and rebalancing through Smartleaf Asset Management (SAM), a specialized partner that helps us deliver greater efficiency, tax savings, and flexibility.

This means we will no longer use our previous platform, Focus Partners Advisor Solutions (formerly Buckingham Strategic Partners).

Will this affect how my investments are managed?

Your investment objectives and financial plan remain the same. Over time, some underlying products or strategies may be adjusted to better fit your tax situation, evolving goals, or updates to our investment philosophy.

The Earned Approach

Smarter Tax Savings
Automated, tax-efficient rebalancing across your accounts, plus continuous tax-loss harvesting to capture opportunities and offset gains.

Personalized Portfolios
Apply social, religious, or security screens; manage concentrated stock positions; or build custom solutions with ease.

Integrated Tax Tools
From Roth modeling to personalized tax budgets and clear savings reports, we make it transparent how our planning can add value.

At Earned, we’re powering your advisor with the next-generation tax and investment technology.
The result: More confidence that your money is working as hard as you do. You’ve earned it.

The Bottom Line

This technology transition can help us serve you with even greater efficiency, tax savings, and personalization.

As always, we’re here if you want to connect. Reach out to your advisor today.
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© 2026 Earned Wealth Advisors, LLC.
Investment advisory services offered through Earned Wealth Advisors, an SEC-registered investment adviser.