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.

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Start your journey here. Where are you today?

Resident to Attending

Dental Practice Owner

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

See Profile

David B. Mandell, J.D., MBA

Managing Director, Wealth Management

Financial Planning

Insurance

Legal

See Profile

Andrew D. Schwartz, CPA

Managing Director, Tax & Accounting

Tax Planning

Practice Transitions

Financial Planning

See Profile

Jason O’Dell, MS, CWM

Managing Director, Head of Wealth Advisors

Insurance

Financial Planning

See Profile

Brett LeMmon, CPA, Series 65

Senior Wealth & Tax Advisor

Tax Planning

Practice Transitions

Financial Planning

See Profile

Ali Oromchian, J.D., LL.M.

Managing Director, Legal

Practice Transitions

Legal

Trust & Estate

See Profile

Carson Henderson, CPA/PFS™

Senior Wealth & Tax Advisor

Financial Planning

Investments

Tax Planning

See Profile

Myhanh Hoskin, CFP®, CWS®, AAMS®

Managing Director & Senior Wealth Advisor

Financial Planning

Investments

Tax Planning

See Profile

Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®

Senior Advisor & Retirement Plan Specialist

Retirement

Financial Planning

See Profile

Bill Martin, CFA®

Chief Wealth Officer and Executive Leader of the Earned Institute

Financial Planning

Investments

Tax Planning

See Profile

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 focused on improving a physician’s financial bottom line.

Join us for upcoming events

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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

Learn More

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

Learn More

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

Learn More

Resources built for healthcare professionals

View All Resources

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

Doctors with a Solo 401(k): A Filing Deadline You Cannot Afford to Miss

For doctors in private practice, the Solo 401(k) is one of the most powerful retirement savings tools available.

Doctor

Wealth Management

Retirement

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.

Talk with the Earned Team

© 2026 Earned Wealth Advisors, LLC.
Investment advisory services offered through Earned Wealth Advisors, an SEC-registered investment adviser.

Finally, the financial insights you deserve

Start your journey here. Where are you today?

What we stand for

Meet the experts behind the Institute

Tune in to the podcasts that matter for doctors

Join us for upcoming events

Resources built for healthcare professionals

Want to learn more?

Ready to turn learning into action?