Bill Martin, CFA®
Chief Wealth Officer and Executive Leader of the Earned Institute
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.