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Earned Acquires Chahal & Associates, Expanding its Tax-Smart Financial Services for Healthcare Professionals

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.

How Doctors Can Stay Calm During Market Fluctuations

Recent market fluctuations have left many investors feeling uneasy. At Earned, we understand that as a doctor, your time is valuable and you shouldn’t have to spend it stressing over market swings. Our goal is to provide clarity and confidence, helping you navigate this period of economic uncertainty with a long-term view. 

SPOTLIGHT

Rejuvenate: Simple Acts of Self-Care for Dentists
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.
Dentist
Career Advisory
7 Secrets to Wealth Building You Won’t Learn in Medical School
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.
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Doctor
Physician
Financial Planning
investing basics
The Road to Maxing Out Your 401(k) and Beyond as a Doctor
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.
Financial Planning
Retirement
Tax Planning

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Why Every Physician Should Consider Disability Insurance
Disability insurance, also referred to as disability income protection, provides a monthly predetermined replacement income should you find yourself unable to work or generate an income.
4 Practical Real Estate Investment Strategies for Doctors
There's no doubt real estate is a popular investment strategy for high-earning doctors – it is often a solid way to diversify your investments, save more for retirement, protect against inflation, and potentially enjoy some tax benefits.
How Doctors Can Leverage Deductions in 1099 Work
Many doctors and physicians engage in work where they are paid as a contractor rather than as an employee. Learn more here.
How to Use Your Tax Return to Identify Potential Investment and After-Tax Opportunities
Did you know your tax return, Form 1040, tells a story about how to potentially improve your investment strategy and increase after-tax wealth?
8 Steps to Better Protect Your Financial Information
As a healthcare professional, you understand the critical importance of protecting sensitive information. This recent security breach highlights the urgent need for proactive measures to secure your financial data.
Financial Rules of Thumb for Doctors
Financial rules of thumb are popular and generally act as a quick framework or general guideline. They can be a helpful shorthand and some have been derived from historical and collective wisdom that have stood the test of time.
Spending Framework for Doctors
Top Tax Mistakes Doctors Make
Many doctors unknowingly make costly tax mistakes that slow down their wealth-building efforts. Learn tips to avoid them to help you maximize your savings and invest more efficiently.
Unpacking DSOs
In this guide, we’ll uncover the current state of the DSO marketplace, how to position your practice for a successful DSO transaction, and tax-smart strategies to help you minimize taxes and improve your financial outcomes.
Untapped Tax Strategies
Reducing your tax burden is one of the most powerful ways to accelerate your wealth and achieve your financial goals faster. These untapped tax-saving secrets can have a huge impact.

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