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The Earned perspective with Bill Martin

Bill Martin, CFA®
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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Washington's Millionaires Tax: What Physicians and Dentists Need to Know
What Washington's new 9.9% tax on income above $1 million means for physician and dental practice owners, and how to build a plan around it.
Tax Planning
Tax & Accounting
Wealth Management
Physician
Dentist
2026 Year End Tax Checklist
Run these before the 2026 window closes on December 31. Amounts are 2026 IRS limits — check the ones that fit and bring them to your advisor with your latest Form 1040.
Tax Planning
Tax & Accounting
Wealth Management
Side Work and the IRS: Is It a Business or a Hobby?
Many doctors consult or subcontract outside of their primary practice. Speaking engagements, consulting arrangements, medical writing, expert review work, survey preparation, and other side gigs outside the medical industry are all common.
Tax Planning
Doctor
Life-Changing Milestones: The Perfect Time to Review and Update Your Financial Game Plan
A medical career is long, and the financial decisions that you make along the way compound over time.
Tax Planning
Retirement
Doctor

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