Earned
About Earned
Earned (formerly Forme Financial) is a comprehensive, tech-enabled wealth management platform designed exclusively for physicians and their families. It aims to enhance financial security throughout a physician’s career, from residency through retirement. The company leverages technology alongside human financial advisors to provide data-driven recommendations and individualized financial plans.
For physicians, Earned offers a centralized approach to manage various financial aspects, including financial planning, retirement strategies, investment management, tax optimization, insurance, accounting, and debt management. The platform helps physicians navigate the complexities of their unique financial circumstances, such as education-related debt and delayed earnings, to maximize their wealth, optimize career choices, and protect their assets.
Focus Areas
Business Intelligence
| Key Investors | Summit Partners, Silversmith Capital Partners, Juxtapose, Hudson Structured Capital Management, Breyer Capital |
| Partnerships | Dental & Medical Counsel, P.C. |
| Acquisitions | Thomas Doll, Chahal & Associates, Schwartz & Schwartz, PearsonRavitz, OJM Group |
| Technology | Tech-enabled, integrated personal financial management platform, data-driven recommendations, predictive algorithms, client app |
What Physicians Need to Know
Earned stands out for physicians by offering a fully comprehensive, tax-smart wealth and tax firm built exclusively for doctors, their families, and practices. They understand the unique financial challenges physicians face, such as high student loans, delayed earnings, and the complexities of practice ownership and retirement planning. Their 'Doctor Wealth Playbooku2122' provides career-stage-specific recommendations and integrated services under one roof, saving physicians time and reducing financial stress. Earned also differentiates itself by not requiring a certain net worth for physicians, with a minimum annual fee of $2,400 (half for residents), and has a proven track record of significant tax savings for clients.
Earned emphasizes a 'one-stop shop' approach, integrating wealth management, financial planning, tax planning, career advisory, insurance, accounting, payroll, retirement plans, and legal coordination under one roof. This integrated ecosystem is supported by a team of fiduciary Wealth & Tax Advisors, in-house CPAs, and specialized legal expertise, all working seamlessly together to provide a cohesive financial strategy.
What the Web Says
Earned (earned.com) is a financial services firm specifically designed for healthcare professionals, offering wealth management, tax planning, and accounting services. The company has been recognized on Forbes' 2025 list of America's Top RIA Firms. While client testimonials highlight personalized support and significant tax savings, employee reviews on Indeed indicate concerns about senior leadership, competitive pay, and work-life balance.
Overall: MixedStrengths
- Personalized financial planning and support for healthcare professionals.
- Comprehensive services including wealth management, tax, retirement, and practice services.
- Clients report significant tax savings and help with long-term financial goals.
- One-stop shop for various financial needs, simplifying the process for clients.
- Strong focus on client relationships and understanding unique needs of doctors.
- Recognized on Forbes' 2025 list of America's Top RIA Firms.
Limitations
- Some employee reviews mention terrible senior leadership.
- Unrealistic expectations and long hours for employees.
- Pay is not competitive according to some employee feedback.
- Poor communication from the top leadership.
- Limited employee reviews available on platforms like Glassdoor and Capterra, making a comprehensive employer sentiment difficult to gauge.
- The company Earn.com, which was a platform for earning digital currency, was acquired by Coinbase in 2018 and is a different entity, which could cause confusion.
Based on reviews from: G2, Glassdoor, Indeed.com, Forbes, Wealth Management
Last updated: 2026-07-22
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