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The Earned perspective with David Mandell

David B. Mandell, J.D., MBA
David B. Mandell, J.D., MBA
Managing Director, Wealth Management
Financial Planning
Insurance
Legal
David brings deep expertise in asset protection and wealth management, shaped by decades of experience advising physicians and co-authoring leading financial resources for the profession. His articles have appeared in many national publications, reflecting his standing as a thought leader in physician wealth strategy. As a recognized speaker and host of his own podcast, he regularly shares actionable guidance with audiences across the medical community, and his work with Earned Institute offers insight focused on helping doctors build, protect, and preserve long-term wealth.

Join David for upcoming events

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Healio-OSN NY & Retina
Healio-OSN NY & Retina
Friday, November 6, 2026
November
OSN New York & Retina unites distinguished ophthalmologists and retina specialists to share the latest updates, showcase innovations and foster connections.
Wealth Management
Tax & Accounting
Insurance
AAOMS Annual Meeting
AAOMS Annual Meeting
Monday, September 28, 2026
September
Join AAOMS in Seattle, Wash., for four days of advanced clinical education, hands-on learning, practice-building insights and connections that keep the specialty strong. Built around the theme of Together We Thrive: Celebrating Family and Our AAOMS Community, the AAOMS Annual Meeting gathers thousands within the specialty to learn, lead and thrive together.
Legal
Tax & Accounting
Wealth Management

David Mandell’s doctor-centered wealth insights

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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
How to Find the Best Financial Advisor for Doctors: A Practical Guide
Knowing you need a physician-specialist advisor is the easy part. Finding one whose structure, expertise, and incentives are genuinely aligned with you requires a more deliberate process.
Wealth Management
Physician
Real Estate Investing for Physicians: 4 Strategies That Fit a Doctor's Schedule
Real estate can be a powerful component of a physician's wealth plan. The key is finding strategies that generate returns without consuming the one resource physicians have less of than almost any other investor: time.
Wealth Management
Physician
Asset Protection for Physicians: How to Shield Your Wealth From Liability
A physician's professional profile creates liability exposure that most high-income professionals never face. Asset protection is not pessimism, it is the recognition that wealth built without a coordinated protection strategy is more fragile than it appears.
Wealth Management
Physician

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