Earned Wealth provides tax-smart wealth management solutions tailored for doctors, utilizing a proprietary Doctor Wealth Playbook to identify and prioritize wealth creation opportunities. The platform addresses the complexities of financial planning, investment strategies, and tax optimization, enabling clients to enhance their financial outcomes from residency through retirement.
Funding
$217.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
SPFounders
Product
Problem
Physicians often face complex financial landscapes, including high student loan debt, fluctuating income, practice ownership considerations, and intricate tax regulations, making wealth management challenging. Traditional financial advisors may lack specific expertise in the unique financial circumstances of medical professionals, leading to suboptimal financial planning and missed opportunities for wealth creation.
Solution
Earned Wealth provides comprehensive, tax-optimized wealth management solutions tailored specifically for physicians and their practices. The firm utilizes a proprietary Doctor Wealth Playbook to identify and prioritize wealth-building opportunities across various financial domains, including investment management, tax planning, career advisory services, insurance, and debt management. Earned Wealth pairs clients with dedicated advisors who are Certified Financial Planner™ professionals and fiduciaries, ensuring personalized advice aligned with their unique goals and circumstances. The platform leverages an Intelligent Advice Engine™ to deliver robust, precisely tailored financial advice, providing clients with transparency and seamless communication with their advisors through a dedicated mobile app.
Target Audience
Earned Wealth primarily serves physicians, dentists, and their families, from residency through retirement, seeking comprehensive wealth management and financial planning services tailored to their unique needs.
Features
- Doctor Wealth Playbook: A proprietary process to identify, prioritize, and execute wealth creation opportunities for physicians.
- Dedicated Earned Advisor: A fiduciary and Certified Financial Planner™ professional focused on wealth creation for doctors.
- Intelligent Advice Engine™: AI-powered technology for delivering robust and tailored financial advice.
- Tax-Smart Investment Strategies: Investment strategies designed to minimize tax burden and maximize returns.
- Comprehensive Financial Planning: Assessment of financial health across investing, tax planning, insurance, income and debt management, and trust and estate planning.
- Career Advisory: Data-driven tools and insights to navigate career decisions, including job offer evaluations and practice ownership considerations.
- Earned Wealth App: A mobile application for managing net worth, tracking budgets, and communicating with advisors.
- Direct indexing and ESG capabilities for personalized portfolio solutions
- Access to private equity, private credit, and private real estate for accredited investors and qualified purchasers