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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?

Whether you're a few years out or already setting the wheels in motion, this checklist is designed to help doctors like you navigate the financial, professional, and emotional aspects of stepping away from practice.

Dentistry is outrageously rewarding, but we're no strangers to the pressures and challenges that can lead to burnout (a topic I talked about in my previous post). Between managing busy schedules, addressing patient anxieties, and staying updated with evolving techniques, it's easy to forget about yourself in the process.

A longtime partner and client of Earned, Dr. Frey initially took a DIY approach to investing. But as his financial needs grew more complex, he turned to Earned for additional financial guidance. Now, as a guest contributor and webinar speaker, he shares his journey and strategies to help fellow doctors achieve financial empowerment.

As a doctor, you intuitively understand the concept of investing: After all, medical school is one of the biggest investments there is. So, when it comes to saving for retirement, many doctors are ahead of the game and start maxing out their 401(k) contributions as soon as possible.

New York, NY – April 21, 2025 – Earned Wealth, a leading tech-enabled financial services firm created specifically for doctors, their families, and their practices, today announced the acquisition of Chahal & Associates, a premier tax and accounting firm based in Hercules, California with a strong client base of ~2,200 doctors, business owners and high-net-worth professionals. This strategic move strengthens Earned’s position as the preferred acquirer for accounting, tax, registered investment advisors (RIAs) and insurance firms looking to scale through integration into the most comprehensive, doctor-focused financial ecosystem.

Diversification is a cornerstone of smart investing — but does that mean you should diversify your financial advisors, too? The short answer is no. While spreading your investments across asset classes and markets is a proven strategy, fragmenting your financial guidance can actually do more harm than good. Consolidating your investment accounts with one competent financial advisor offers clarity, efficiency, and better outcomes. Here’s why.