Bill Martin, CFA®

The Earned perspective with Bill Martin

Bill Martin, CFA®

Chief Wealth Officer and Executive Leader of the Earned Institute

Financial Planning

Investments

Tax Planning

As a founding leader of Earned, Bill architects the firm's integrated advice platform - uniting planning, investing, tax, insurance, and practice advisory into coordinated solutions designed to improve long-term financial outcomes of doctors and their practices. Through the Earned Institute, he brings together a multidisciplinary team to translate deep expertise into clear, actionable guidance. His goal is straightforward: helping doctors achieve financial independence through advice that works together.

Bill Martin’s doctor-centered wealth insights

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Get a Jump on 2026 Taxes: 10 Smart Planning Strategies to Make Now

Did you have questions about your 2025 personal income tax return that you never got around to asking your tax preparer? Well, reaching out to your tax professional after April 15 is actually a perfect time to follow up and get those open questions answered.

Tax Planning

Tax Diversification: Essential for Long-Term Wealth Planning

For most dentists, reducing taxes and building wealth for retirement rank among the top financial priorities.Because tax rates, deduction rules, and other tax-related laws are impossible to predict years or decades in advance, including a tax diversification strategy in your long-term financial plan is essential. In this article, we explain this concept and offer practical tips for implementing it.

Tax Planning

Maximizing After-Tax Wealth When Selling Your Dental Practice

The headline number on your letter of intent is not what you keep. What you keep is determined by decisions made well before the deal closes — and, in many cases, by planning that begins years before you ever field your first offer.

Dentist

Dental Practice Owner

How One Physician Turned a Simple Tax Engagement into a Multi-Million Dollar Wealth Strategy

Many successful doctors rely on trusted CPAs to handle tax compliance, but that’s only one piece of a much larger financial picture, especially as your income, assets, and responsibilities grow more complex. At Earned, we work alongside top CPA firms to offer a more strategic approach: one that unifies tax strategy and personalized wealth management to uncover hidden opportunities and protect long-term wealth.

Financial Planning

Tax Planning

Physician

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The Earned perspective with Bill Martin

Bill Martin’s doctor-centered wealth insights

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