partner with earned

Let's redefine financial services for healthcare professionals.

Join the premier financial services firm for healthcare professionals, their families, and their practices — while keeping control of your client relationships.

Hear from founders who've been where you are.

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 — financial planning, retirement plans, investing, tax, insurance, accounting, and more — coordinated and delivered under one roof. We're building this by partnering with founder-led firms like yours. When a firm joins Earned, it doesn't disappear into a platform — it becomes part of one, with national resources behind the client relationships you've spent decades earning.

You don't need to be a healthcare-only practice. If serving doctors is a meaningful part of what you do — or where you want to grow — we should talk.

Three problems worth solving — without giving up day-to-day control of what you've built.

Succession math that doesn't work

Internal buyouts sound right until you run the numbers.

A window that won't stay open

Consolidation and AI are moving fast. The market won't wait 3–5 years.

Running the firm vs. serving clients

HR, compliance, technology, billing —the admin load will keep growing.

Accelerate your clients' wealth and turbocharge your business.

Earned's integrated approach to building and protecting doctors' wealth can double or triple a client's expected net worth — and our proven playbook moves single-service clients to full-service, transforming revenue per client.

What doesn't change? You. Keep leading your clients and your team — we take the HR, compliance, and back-office. More time with clients, less time running a business.

Case Study

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

Tripled
revenue growth

Over 50% adoption of Wealth Management

98% client
retention

You built it. You still run it — now with the next multi-generational financial services brand behind you.

20,500+ clients with
strong healthcare focus

$4B in Assets Under Management

Team of 260+
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

Most founders we talk to aren't ready to do anything today — that's the right time to start the conversation.

The first step is a no-pressure conversation — with someone who's sat across from dozens of founders in your seat. Reach our Chief Development Officer, Luke Nowicki, at 201-556-7234 or luken@earned.com.

Earned is an operating company, not a fund.

Our investors back us to build a first-of-its-kind financial firm. Founders who join take meaningful equity in Earned itself — so the conversation isn't just about the price on closing day, it's about what your stake is worth five years after it. The growth you help create is growth you own.