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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Earned After-Tax Alpha: Quantifying the value of integrated wealth and tax management for doctors

This whitepaper quantifies what we call Earned After-Tax Alpha: the measurable value created by Earned’s integrated, continuous, doctor-centered approach to tax management.

Wealth Management

Tax Planning

A Tax Advantaged Retirement Account for Your Kids Under 18

Due to the One Big Beautiful Bill (OBBB), which passed in 2025, eligible children under the age of 18 have the opportunity to get an early jump on retirement savings. Included in the OBBB legislation was a unique savings plan for children under age 18 that allows your child to receive contributions capped at $5,000 annually.

Retirement

Tax Planning

Tax & Accounting

Wealth Management

Health Insurance Tax Benefits for Practice Owners

For doctors who own their practice and purchase their own health insurance, the premiums they pay for personal or family health insurance will generally provide a large tax deduction, resulting in significant tax savings annually.

Practice Owner

Insurance

Tax Planning

Tax & Accounting

Tax Considerations When Your Child Graduates

Your child just finished college and landed their first full-time job. For them, it's a milestone. For your tax return, it's a transition worth planning around. Here's what parents need to know in the year their child graduates from undergrad.

Tax Planning

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The Earned perspective with Bill Martin

Bill Martin’s doctor-centered wealth insights

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