The Dentist's Complete Guide to Wealth Management
Why financial planning built for physicians does not go far enough for dentists — and what a practice-owner's wealth strategy actually requires.
Dentist
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.
Tax-Integrated. Always.
Long-Term. Outcomes-Driven.
Meet the experts behind the Institute
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
Earned’s podcast series focused on improving a physician’s financial bottom line.
Join us for upcoming events
View All Events
.png)
CDA HR 101: Avoiding Human Resource Minefields
Friday, May 15, 2026
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
Saturday, May 16, 2026
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
Saturday, May 30, 2026
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
View All Resources
Tax Considerations When Your Child Graduates
Your child just finished college and landed their first full-time job. For them, it's a milestone. For your tax return, it's a transition worth planning around. Here's what parents need to know in the year their child graduates from undergrad.
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.
© 2026 Earned Wealth Advisors, LLC.
Investment advisory services offered through Earned Wealth Advisors, an SEC-registered investment adviser.