Doctors deserve a financial advisory that cares for them with the same passion they bring to caring for us.
Completely independent and impartial, we are never incentivized to recommend a particular product. Your wealth and wellbeing is our priority.
With open and rigorous practices, we'll always share the scientific basis for our recommendations, including the impact on your wealth.
As a registered fiduciary, we are legally obligated to act in the best interest of you, our client. If something isn't right for you, it's not right for us either.
Earned advisors are highly specialized. They provide insights tailored to the unique career arcs of doctors.
Bill Martin
Chief Wealth Officer - CFA®
Myhanh Hoskin
Managing Director - CFP®, CWS®, AAMS®
Jessie Pincus
Client Development Director
Hussein Elgohary
Wealth Advisor - CFP®
Coleman Levy
Associate Wealth Advisor - Series 65
John Clendening
Chief Executive Officer
Bill Martin, CFA®
Chief Wealth Officer
Joy Lai
Chief Growth Officer
Alexandra Garabedian
Head of Business Operations & Finance
Mike Hogan
Head of Corporate Development
Fill out this form and an Earned team member will be in contact to set up a consultation shortly. We'll introduce our approach and walk through your circumstances and financial goals to come up with a custom wealth plan together.