We are thrilled to announce that Earned Wealth has secured a $200 million capital commitment to revolutionize financial services for healthcare professionals. This investment, led by Summit Partners and Silversmith Capital Partners with participation from existing investors Juxtapose, Hudson Structured Capital Management Ltd., and Breyer Capital, marks a significant milestone in our journey to deliver unparalleled financial solutions tailored specifically for medical professionals and their practices — a segment that has long been underserved by today’s highly fragmented wealth management industry. In addition, we are excited to welcome Thomas Doll into the Earned family. As a leading provider of financial services to medical professionals, Thomas Doll shares our vision of optimizing wealth management for the healthcare community. Stay tuned for more exciting updates as we continue to build and innovate financial solutions for doctors and their practices. https://lnkd.in/grB7JMjh
Earned Wealth
Financial Services
New York, NY 981 followers
Hard-working people deserve hard-working money. We’ve created the financial advisory we believe doctors deserve.
About us
Earned is the comprehensive, tax-smart wealth management solution exclusively for doctors, their families, and their practices. Diligently researched, we are focused on the unique challenges, desires, and needs of doctors, whatever form that takes. We’re experts in your unique career journey and have created a range of products and services to help you build a brighter financial future.
- Website
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https://www.earnedwealth.com/
External link for Earned Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
Locations
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Primary
30 Cooper Sq
10th floor
New York, NY 10003, US
Employees at Earned Wealth
Updates
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Earned Wealth reposted this
It was a pleasure to sit down with Bloomberg and share our significant milestone of securing a $200 million capital commitment. This investment will help us further our mission of transforming financial services for healthcare professionals. Our goal is to become the one-stop shop — the only financial services provider that doctors need for both their personal wealth and practice needs. Our recent acquisition of Thomas Doll has expanded our services to include tax planning for individuals as well as tax and retirement plans for practices — and we're excited to continue growing even further!
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Announcing: Earned for Physician on FIRE app 🔥 Find out why 140,000 physicians love Physician on FIRE financial content! Track progress toward your goals, monitor monthly subscriptions and explore personalized spending trends. Download Earned for PoF now and take charge of your financial future. Available on the App Store or on your favorite web browser. ********* https://lnkd.in/gQPk-vpi https://lnkd.in/gqdAM4mQ
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We’re thrilled to announce our acquisition of Thomas Doll.* Thomas Doll is a terrific firm that has been committed to meeting the unique financial needs of medical and dental professionals for over sixty years. Thomas Doll’s and Earned Wealth’s values, cultures, philosophies and service offerings are closely aligned, and this combination will expand our capabilities and enhance our commitment to serving our clients with excellence. We’re excited to further our mission of maximizing the wealth and well-being of physicians and dentists, liberating them from financial stress so they can focus on what they do best. ********* *Thomas Doll will be acquired by an affiliate of Noho Financial, Inc., d/b/a Earned Wealth (“Earned Wealth”)
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This financial literacy month, Earned (formerly known as Forme Financial) is excited to share our most popular webinar on physician financial freedom! We’ve opened up our vault to unlock our 45-minute Practice Academy session. Listen to Earned’s CEO, John Clendening and Earned’s managing director, Myhanh Hoskin, CFP®, AAMS®, CWS® in their joint production “Taking control of your financial future: A physician’s playbook for success”. Listen to the webinar here: https://lnkd.in/eAiJEmsG Questions? Let us know in the comments!
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Curious how to get the most financially from your practice? Learn more: https://lnkd.in/gvNiMHDU Here are some of the topics covered: 1. Blueprints to grow your practice 2. Strategies to reduce your taxes as a practice owner 3. Improving M&A outcomes 4. Optimize your personal wealth from a practice sale Presented by Earned Wealth's Bill Martin, CFA and Skytale Group. #PrivatePractice #MedicalAesthetics
Growing Your Practice Webinar
hello.earnedwealth.com
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Dating back to 1933, this holiday honors the unwavering commitment and quality of care physicians bring to their patients. On behalf of all of us at Earned Wealth, thank you for what you do! Happy #DoctorsDay
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Physicians, don’t miss key considerations to optimize your finances: https://lnkd.in/eEN_KSFy Take our quick quiz now to unlock your detailed recommendations, tailored to hospital and private practice physicians. #physicianfinances #physicians
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Physicians are at a unique financial position–due to long years of school and the accompanying loans–strategic planning can make the difference between a successful retirement or continuing to work long past age 65. Bill Martin, CFA, and Dr. Andrew Wilner, MD, FAAN, FACP discuss the financial considerations physicians should look out for as they grow in their careers, such as tax-smart investing, career development, and reviewing trust and estate plans. Take a listen and comment your thoughts below! https://lnkd.in/eMgGfPTE #physicianfinances #physicians #wealthmanagement
The Art of Medicine with Dr. Andrew Wilner on Apple Podcasts
podcasts.apple.com
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Burned out already in January? Check if you're working in a practice type suited for you, with our quiz: https://lnkd.in/gBe2Cqaq Whether you are just starting out practicing medicine or considering switching options, our Practice Type Evaluator can point you in the right direction. Do any of these preferences ring a bell to you? - You like predictability and salary stability. - You like to set your schedule and work autonomously. - You like to own processes from beginning to end. Take our quiz to see which practice type suits you: https://lnkd.in/gBe2Cqaq