Finally, the financial insights you deserve

Medicine trained you to care for others. The Earned Institute helps you care for your financial life with that same standard of excellence, giving you the knowledge and clarity you were never taught in medical school, but have undoubtedly earned.

Start your journey here. Where are you today?

More journeys launching soon!

What we stand for 

Doctor-Centric. Never Generic.

Built specifically for doctors—reflecting your career, risks, and reality.

Tax-Integrated. Always.

Tax intelligence is embedded in every decision we help you make.

Long-Term. Outcomes-Driven.

Built for lasting results and a plan that supports your life, not market noise.

Meet the experts behind the Institute

David B. Mandell, J.D., MBA
Managing Director, Wealth Management
Financial Planning
Insurance
Legal
Andrew D. Schwartz, CPA
Managing Director, Tax & Accounting
Tax Planning
Practice Transitions
Financial Planning
Jason O’Dell, MS, CWM
Managing Director, Head of Wealth Advisors
Insurance
Financial Planning
Brett LeMmon, CPA, Series 65
Senior Wealth & Tax Advisor
Tax Planning
Practice Transitions
Financial Planning
Ali Oromchian, J.D., LL.M.
Managing Director, Legal
Practice Transitions
Legal
Trust & Estate
Carson Henderson, CPA/PFS™
Senior Wealth & Tax Advisor
Financial Planning
Investments
Tax Planning
Myhanh Hoskin, CFP®, CWS®, AAMS®
Managing Director & Senior Wealth Advisor
Financial Planning
Investments
Tax Planning
Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®
Senior Advisor & Retirement Plan Specialist
Retirement
Financial Planning
Bill Martin, CFA®
Chief Wealth Officer and Executive Leader of the Earned Institute
Financial Planning
Investments
Tax Planning
Stephanie Pearson, MD, FACOG
Managing Director, Insurance
Insurance
Life Events

Tune in to the podcasts that matter for doctors

Off the Record with Ali Oromchian
For doctors who own and lead practices. Advanced planning, tax strategy, growth, transitions, and exit readiness. 
Wealth Planning for the Modern Physician
February
Earned’s podcast series focused on improving a physician’s financial bottom line.

Join us for upcoming events

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CDA HR 101: Avoiding Human Resource Minefields
CDA HR 101: Avoiding Human Resource Minefields
Friday, May 15, 2026
May
3:30pm EST
/
12:30pm PST
Does managing employees sometimes feel like navigating a field full of hidden traps? From meal-break violations to messy terminations, one wrong step can expose your practice to costly risks. Join attorney Ali Oromchian and CDA's Michelle Coker, for a practical, eye-opening session that cuts through the confusion of HR laws.
Legal
CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers
CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers
Saturday, May 16, 2026
May
3:00pm EST
/
12:00pm PST
Thinking of purchasing a practice, adding an associate, bringing on a partner or considering selling? Benefit from the expertise of trusted industry partners in a small round table format to seek individual guidance. Learn whether practice ownership is right for you, the ins and outs of associate hiring, dental plan contract evaluation, how to prepare your practice for sale and much more.
Dental Practice Owner
Legal
American Urogynecologic Society-Urogynecology Business Course
American Urogynecologic Society-Urogynecology Business Course
Saturday, May 30, 2026
May
The American Urogynecologic Society (AUGS) Urogynecology Business Course is a two-day virtual event designed to help physicians navigate the business side of modern medicine. Sessions will cover practice optimization, reimbursement, AI and technology, leadership, financial wellbeing, and strategies for building sustainable, successful practices.
Insurance

Resources built for healthcare professionals

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What is Own Occupation Disability Insurance and Why is it Essential for Dentists?
As a dentist, you understand the dedication, time, and sacrifices required to excel in your field. Your specialized skills are not only valuable — they are irreplaceable. That's precisely why own-occupation disability insurance is such a critical part of your financial planning.
Insurance
Dentist
Legal
Estate Planning Essentials for Dentists: Protecting Your Legacy
At Earned, we know the critical importance of estate planning for dentists. Your practice is both your livelihood and your legacy. Therefore, we are dedicated to helping you protect and pass on your life's work in the most effective manner possible. What do you need to know about estate planning, and why does it matter for your future?
Dentist
Trust & Estate
Legal
10 Estate Planning Mistakes to Avoid
Creating a complete and comprehensive estate plan is one of the best ways you can protect your assets, your loved ones, and even yourself. Estate planning, however, can be a complex and confusing process. Mistakes are easy to make and those mistakes can cost you and your loved ones a considerable amount of time and money. Being aware of some of the most common estate planning mistakes can help you avoid them.
Trust & Estate
Legal
Tax Diversification: Essential for Long-Term Wealth Planning
For most dentists, reducing taxes and building wealth for retirement rank among the top financial priorities.Because tax rates, deduction rules, and other tax-related laws are impossible to predict years or decades in advance, including a tax diversification strategy in your long-term financial plan is essential. In this article, we explain this concept and offer practical tips for implementing it.
Tax Planning

Ready to turn learning into action?

The Earned Institute is powered by the same team that provides comprehensive wealth and tax solutions to doctors, their families, and their practices.