Earned Launches Earned Institute to Raise the Standard for Doctors’ Financial Well-Being

With insights from subject matter experts, new platform offers personalized learning tracks for full-time physicians, dentists, and healthcare practice owners at varying stages of their careers

NEW YORK--(BUSINESS WIRE)--Earned, a leading tech-enabled wealth firm purpose-built for healthcare professionals, today announced the launch of Earned Institute, a platform that brings together expertise from their multidisciplinary team to help doctors make better financial decisions. The launch marks a key milestone in Earned’s mission to build the most comprehensive, fully integrated, technology-driven financial services firm for healthcare professionals, their families and their practices. The platform also organizes and scales the company’s growing subject matter expertise as it expands through acquisition and serves more than 20,000 healthcare professionals.

“We launched Earned Institute to provide doctors with the financial knowledge and clarity they were never taught in medical school, but have undoubtedly earned and absolutely require,” said John Clendening, founder and CEO of Earned. “By consolidating an extensive, growing network of subject matter experts and their hard-won perspectives, Earned is providing healthcare practitioners and practice owners with invaluable, tactical resources that are essential for ensuring long-term professional and financial success.”

“Most doctors are piecing together financial advice across tax, investments, insurance, and practice decisions,” said Joy Lai, Chief Growth Officer at Earned. “Earned Institute brings that together in one place, giving them access to the same level of expertise we deliver in our highest-touch client relationships.”

At launch, Earned Institute will offer detailed insights from 12 subject matter experts on private practice accounting, payroll, individual tax planning, investments, insurance and more, with plans to add additional experts throughout the year. Dedicated profile pages organize each expert’s areas of expertise, and include links to relevant how-to, real world stories and video content. Select content is also available through external distribution channels to extend reach to the broader healthcare community. The initial Earned Institute subject matter experts include:

• Bill Martin, CFA, Chief Wealth Officer
• Carole C. Foos, CPA, Managing Director, Tax & Accounting
• Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®, Senior Advisor & Retirement Plan Specialist
• Carson Henderson, CPA/PFS, Senior Wealth and Tax Advisor
• Myhanh Hoskin CFP®, CWS®, AAMS®, Managing Director & Senior Wealth Advisor
• Brett LeMmon, CPA, Senior Wealth and Tax Advisor
• David Mandell, J.D., MBA, Managing Director, Wealth Management
• Jason O’Dell, MS, CWM, Managing Director, Head of Wealth Advisors
• Ali Oromchian, J.D. LLM, Attorney & Managing Director, Legal
• Stephanie Pearson, MD FACOG, Managing Director, Insurance
• Scott Ravitz, Managing Director, Insurance
• Andrew D. Schwartz, CPA, Managing Director, Practice Tax & Accounting

This depth of expertise is increasingly important as financial decisions for healthcare professionals grow more complex.

“As rules and regulations continue to evolve, doctors are navigating more complex financial decisions,” said Bill Martin, Chief Wealth Officer at Earned. “Our goal with Earned Institute is to turn that complexity into clear, actionable guidance.”

In addition to its subject matter experts, Earned Institute offers an annual industry market outlook report, event programming, and learning tracks tailored by career stage. These span key moments across a physician’s and dentist’s career, from training through early career and into practice ownership and optimization. One of the most critical inflection points covered is practice transitions, where Earned brings together tax strategy, legal structuring, and investment planning in a fully integrated approach to help doctors navigate liquidity events and preserve long-term wealth.

The creation of Earned Institute comes during a period of significant momentum for the company, which currently manages a collective $3.4 billion in assets under management. In December 2025, Earned made its fifth acquisition with OJM Group, an Ohio-based Registered Investment Adviser, financial planning and insurance agency serving physicians and high-net-worth individuals across the U.S. In 2024, Earned received a $200 million capital investment led by Summit Partners and Silversmith Capital Partners. Throughout 2026, Earned will continue to execute against its acquisition-focused growth strategy.

For more information on Earned Institute, visit earned.com/institute.

About Earned

Earned is a fully integrated, technology-driven financial services firm built specifically for healthcare professionals, their families, and their practices. With a tech-forward, human-led approach, Earned is purpose-built to address the unique financial challenges doctors face — such as high taxes, limited time, and career burnout. By unifying wealth, tax, retirement, insurance, legal, and other services, Earned delivers a streamlined experience that helps clients build, preserve, and enjoy their wealth more efficiently — through every stage of their careers. Learn more at earned.com.