One team working together across your financial life.
Your investments, taxes, insurance, estate planning and retirement goals are all connected. Earned brings them together through one comprehensive approach, with a team working toward the same financial goals.
Get My Free ConsultStarting your career with the right financial foundation.
The transition from training to practice comes with important financial decisions—from benefits and student loans to insurance, taxes and investing. Through UMP, you have access to Earned resources designed specifically for doctors navigating this stage of their careers.
A dedicated advisor you can turn to for your financial questions
Personalized guidance from the start of your career
Help with the decisions you only get to make once: disability coverage, benefits elections, loan strategy
Financial guidance that evolves with you—from residency to retirement and beyond
Financial support for every stage of your career.
FOR EVERY UMP PHYSICIAN
Financial wellness and access
- Financial education and resources designed for physicians
- Quarterly sessions on the topics that actually move the needle
- Guidance at open enrollment and other benefits moments
- Access to the Earned team for your financial questions
- For clinicians early in their careers, a dedicated advisor
Included as part of your UMP benefits.
FOR PERSONALIZED FINANCIAL ADVICE
Comprehensive wealth management
- A personalized financial plan and dedicated advisory team
- Investment management
- Tax planning integrated with your broader wealth strategy
- Integrated estate and insurance planning
- Ongoing guidance that evolves with you throughout your career
See preferred UMP pricing below.
Preferred wealth management pricing for UMP physicians.
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Some services may require a separate engagement and fee. The 53% wealth management discount reflects UMP’s pre-negotiatedrate compared with the standard rate published in Earned’s Form ADV and does not account for the stated minimum fee.
Your financial goals. Our collective expertise.
Schedule a complimentary consultation to learn more about the financial resources available to you through UMP.
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Scan the QR code or click here to book time with us.
Retirement plan services and investment advice are provided by Earned Wealth Advisors, a registered investment adviser. Retirement plan participant data is not shared with Earned for other purposes without consent. Other services are provided by Earned’s affiliated entities. Legal services are provided by Earned Legal, P.C.





