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Deal marks wealth firm’s fifth acquisition in 2025, building a comprehensive offering to address every financial need of healthcare professionals

As the holidays are in full swing, many of our clients are thinking about how they want to give back — to their communities, alma maters, hospitals, and the causes they care about most. But this year, that generosity comes with more urgency than usual.

Earned expands their comprehensive offering to include critical legal support for physicians and practice owners nationwide.

National recognition underscores Earned’s leadership in integrated financial services for healthcare professionals.

There comes a time in your financial journey where, after years of hard work, you’ve accumulated enough wealth that you feel you need some assistance to manage it.

For high-earning doctors, the question isn’t whether they can afford college tuition — it’s how to align education funding with their unique financial realities.

Addition of specialized insurance firm’s expertise, 5,500 clients, and 20 employees solidifies Earned’s position as the most comprehensive financial partner for healthcare professionals

At Earned, we understand that doctors face unique financial challenges. High student loans, the transition to practice ownership, and the responsibility of planning for retirement all create a complex financial landscape. Earned is here to help.

As a practice owner, you already know how important a retirement plan is — for you, your team, and your bottom line. But not all retirement plans are created equal.

At Earned, part of our role is helping dentists think through career moves and practice growth opportunities with both financial clarity and confidence.

For high-net-worth doctors, estate planning means more than just drafting a will. It’s a critical strategy for protecting the wealth you’ve built during your career. With proactive planning, you can minimize transfer taxes, ensuring more of your wealth passes to your heirs. Doctors also face unique liabilities, and it’s essential to protect your assets from potential litigation.

For many high-earning doctors, the decision to make charitable contributions goes beyond tax considerations. It’s also about impact. A trusted financial advisor can play a vital role, working in tandem with your CPA, to help ensure your donations reflect your values.

Strategic acquisition expands Earned’s national presence and strengthens its position as the most comprehensive financial partner for healthcare professionals

For many doctors, 2025 has likely felt like another whirlwind — both on the job and in the markets. From sweeping fiscal legislation to tariff-driven market volatility and policy shifts out of Washington, the first half of the year demanded agility and clarity from investors.

Many successful doctors rely on trusted CPAs to handle tax compliance, but that’s only one piece of a much larger financial picture, especially as your income, assets, and responsibilities grow more complex. At Earned, we work alongside top CPA firms to offer a more strategic approach: one that unifies tax strategy and personalized wealth management to uncover hidden opportunities and protect long-term wealth.

The One Big Beautiful Bill Act (OBBBA), passed on July 4th, introduces a sweeping set of tax and financial planning changes that could significantly affect high-income individuals — including many doctors and healthcare professionals.

As a medical practice owner, staying ahead of legislative changes is critical — especially when they directly affect both your personal finances and your practice. This article breaks down what the newly passed One Big Beautiful Bill Act (OBBBA) could mean for you.

Everyone wants to own a home someday, but how do you decide when the time is right?