partner with earned

Redefine financial services for healthcare professionals.

Join the premier financial partner to doctors, their families, and their practices.

Earned is the premier financial services firm for healthcare professionals and their practices.

Protect Your Legacy & Plan
Your Next Chapter

Take Your Business to
the Next Level

Q&A with Earned CEO,
John Clendening

We have an ambitious vision to be the only financial services firm doctors turn to.

We connect our clients to a comprehensive ecosystem of services — including financial planning, retirement plans, investing, tax, insurance, accounting, and more — coordinated and delivered under one roof. We’re realizing this vision by strategically partnering with and acquiring like-minded businesses, equally focused on solving the existential challenges healthcare professionals face today:

Behind on retirement

often by over 50%

Burned out

with finances as the #2 cause

Complex financial needs

and high tax burdens

Accelerate your clients' wealth and turbocharge your business.

A comprehensive, integrated approach to building and protecting doctors’ wealth delivers reliably better client returns, doubling or tripling expected net worth.

Earned’s proven playbook connects existing single-service clients to full-service clients receiving tax and wealth management from Earned, transforming revenue per client.

Case Study

Large investment, tax, and accounting firm: Year one results

Tripled
revenue growth

Over 50% adoption of Wealth Management

98% client
retention

Join a rapidly growing team and help us build the next
multi-generational financial services brand.

20,000+ clients with
strong healthcare focus

$3.4B in Assets Under Management

Team of 240+
professionals

A proven playbook for a seamless experience.

Sales Enablement

Marketing

Operations

Client Experience

Reporting & Analytics

Data & Engineering

Visionary leadership with expertise in growing businesses and creating long-term value.

John clendening

Chief Executive Officer

frederick (Fred) duden

Chief Operating Officer

Alexandra Garabedian

Chief Experience and Product Officer

Joy Lai

Chief Growth Officer

Bill Martin,CFA®

Chief Wealth Officer

Luke Nowicki

Chief Development Officer

Connect with us

Learn more about the powerful combination of you and Earned. Connect with our Chief Development Officer, Luke Nowicki at 201-956-7234 or luke@earned.com.