Earned Wealth

What started as a response to the unique financial needs of doctors has grown into a fully integrated wealth and tax management firm known as Earned Wealth Advisors. This innovative company stands at the forefront of providing comprehensive financial solutions tailored specifically for healthcare professionals, their families, and their practices. With expert knowledge and an empathetic approach, Earned Wealth addresses common challenges such as high tax burdens and financial stressors that many doctors face. In fact, statistics reveal that a staggering 53% of doctors report feeling burned out, with financial issues being a significant contributor.

Operating on the ethos that 'You’ve earned it,' Earned Wealth combines wealth management, tax planning, retirement planning, and more under one roof. This holistic approach ensures that all financial elements work in harmony, empowering clients to build and preserve their wealth more efficiently. Earned Wealth advises over 3,000 clients and has successfully managed more than $2 billion in assets. Their mission is clear: to help doctors navigate their financial landscapes through proactive, tax-smart strategies while providing personalized, attentive service. The firm’s comprehensive online resources, such as their learning center, break down complex financial topics and empower clients to take control of their financial futures.