Finally, the financial insights you deserve

Medicine trained you to care for others. The Earned Institute helps you care for your financial life with that same standard of excellence, giving you the knowledge and clarity you were never taught in medical school, but have undoubtedly earned.

Start your journey here. Where are you today?

More journeys launching soon!

What we stand for 

Doctor-Centric. Never Generic.

Built specifically for doctors—reflecting your career, risks, and reality.

Tax-Integrated. Always.

Tax intelligence is embedded in every decision we help you make.

Long-Term. Outcomes-Driven.

Built for lasting results and a plan that supports your life, not market noise.

Meet the experts behind the Institute

Stephanie Pearson, MD, FACOG
Managing Director, Insurance
Insurance
Life Events
David B. Mandell, J.D., MBA
Managing Director, Wealth Management
Financial Planning
Insurance
Legal
Andrew D. Schwartz, CPA
Managing Director, Tax & Accounting
Tax Planning
Practice Transitions
Financial Planning
Jason O’Dell, MS, CWM
Managing Director, Head of Wealth Advisors
Insurance
Financial Planning
Brett LeMmon, CPA, Series 65
Senior Wealth & Tax Advisor
Tax Planning
Practice Transitions
Financial Planning
Ali Oromchian, J.D., LL.M.
Managing Director, Legal
Practice Transitions
Legal
Trust & Estate
Carson Henderson, CPA/PFS™
Senior Wealth & Tax Advisor
Financial Planning
Investments
Tax Planning
Myhanh Hoskin, CFP®, CWS®, AAMS®
Managing Director & Senior Wealth Advisor
Financial Planning
Investments
Tax Planning
Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®
Senior Advisor & Retirement Plan Specialist
Retirement
Financial Planning
Bill Martin, CFA®
Chief Wealth Officer and Executive Leader of the Earned Institute
Financial Planning
Investments
Tax Planning

Tune in to the podcasts that matter for doctors

Off the Record with Ali Oromchian
For doctors who own and lead practices. Advanced planning, tax strategy, growth, transitions, and exit readiness. 
Wealth Planning for the Modern Physician
February
Earned’s podcast series helping physicians improve their financial bottom line with expert guidance and insights.

Join us for upcoming events

View All Events
CDA HR 101: Avoiding Human Resource Minefields
CDA HR 101: Avoiding Human Resource Minefields
Friday, May 15, 2026
May
3:30pm EST
/
12:30pm PST
Does managing employees sometimes feel like navigating a field full of hidden traps? From meal-break violations to messy terminations, one wrong step can expose your practice to costly risks. Join attorney Ali Oromchian and CDA's Michelle Coker, for a practical, eye-opening session that cuts through the confusion of HR laws.
Legal
CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers
CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers
Saturday, May 16, 2026
May
3:00pm EST
/
12:00pm PST
Thinking of purchasing a practice, adding an associate, bringing on a partner or considering selling? Benefit from the expertise of trusted industry partners in a small round table format to seek individual guidance. Learn whether practice ownership is right for you, the ins and outs of associate hiring, dental plan contract evaluation, how to prepare your practice for sale and much more.
Dental Practice Owner
Legal
American Urogynecologic Society-Urogynecology Business Course
American Urogynecologic Society-Urogynecology Business Course
Saturday, May 30, 2026
May
The American Urogynecologic Society (AUGS) Urogynecology Business Course is a two-day virtual event designed to help physicians navigate the business side of modern medicine. Sessions will cover practice optimization, reimbursement, AI and technology, leadership, financial wellbeing, and strategies for building sustainable, successful practices.
Insurance

Resources built for healthcare professionals

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How Doctors Can Avoid an IRS Underpayment of Tax Penalty Using the Safe Harbor Rule
A bigger paycheck is always the goal. A bigger tax penalty on top of a bigger tax bill is not.
Tax Planning
The Asset Protection Checklist for New Attendings
If you began your first attending position this July, congratulations — the training years are behind you, and the real paycheck has finally arrived.
Financial Planning
Attending
Insurance
The Mid-Year Tax Checklist Every Doctor Needs to Review Before Year-End
September marks the ideal time of the year to review your year-to-date 2026 taxable income and deductions to be sure that you're on track to maximize your allowed tax deductions.
Tax Planning
Physician
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

Ready to turn learning into action?

The Earned Institute is powered by the same team that provides comprehensive wealth and tax solutions to doctors, their families, and their practices.