The Work Index by Flexa

Earned Wealth

Earned Wealth is a tech-enabled financial services firm exclusively serving the needs of medical professionals, providing wealth management, tax advice, and career guidance.

https://earnedwealth.com/
5.9

/10

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Description

Earned Wealth is a financial services firm that specializes in providing wealth management solutions specifically designed for medical professionals. They offer a comprehensive suite of services, including financial planning, investments, tax planning, career advisory, insurance, debt and cash management, and trust and estate planning. The company differentiates itself through its proprietary Doctor Wealth Playbook, which is a data-driven process that helps physicians optimize their financial lives across every stage of their careers, from residency to retirement.

Earned Wealth combines cutting-edge technology with a team of expert fiduciary advisors who are committed to acting in their clients' best interests. Their Intelligent Advice Engine™ and client portal provide transparency and access to advisors, while their mobile app allows for seamless management of finances. The company has gained recognition for its unique approach and has received significant funding from prominent investors, including Summit Partners and Silversmith Capital Partners. Earned Wealth is committed to helping medical professionals achieve financial security and peace of mind so that they can focus on their patients and careers.

Flexibility

Earned Wealth's commitment to employee flexibility is evident in its stated mission to provide a “better advisory experience”. The company’s Intelligent Advice Engine™ and client portal allow employees to work on their schedule and reach their dedicated advisor seamlessly. Additionally, their team is incentivized based on employee happiness and the results they deliver, fostering a positive and supportive work environment that likely allows for individual flexibility.

Benefits

Earned Wealth offers a comprehensive benefits package to its employees, including a flat salary and incentives based on employee happiness and performance. They prioritize a partnership-oriented environment with experienced advisors who specialize in the unique career journeys of doctors. Additionally, they offer deep knowledge of doctor career milestones, personalized financial plans, and impartial advice. Their approach is evidence-backed and centered around the client's best interest. The company is also supported by world-class finance and technology leaders, further emphasizing its commitment to employee well-being.

Mission

Earned Wealth is a tech-enabled financial services firm dedicated to empowering healthcare professionals, particularly physicians, to achieve financial success throughout their careers. They offer a comprehensive and integrated approach to wealth management, encompassing financial planning, investments, tax optimization, career advisory, insurance, and debt management. Their goal is to provide physicians with a one-stop shop for financial solutions tailored to their specific needs, enabling them to earn more, invest smarter, reduce risk, and ultimately achieve financial security and peace of mind.

Automation
Data-driven
Disruptor
Healthcare
Improving quality of life/health
Soonicorn
Tech for good

Culture

Earned Wealth cultivates a culture centered around empowerment and partnership. They emphasize their role as a trusted advisor, working collaboratively with physicians to make informed decisions and achieve financial goals. The company fosters a supportive environment that values transparency, honesty, and data-driven insights, creating a sense of security and confidence for their clients. This commitment to client well-being is evident in their focus on personalized financial plans, and their advisors are incentivized based on client satisfaction and results, not commissions.

Agile and dynamic
Collaborative
Engaging
Entrepreneurial
Fast-paced
People-first
Progressive
Supportive
Transparent

DE&I

Earned Wealth is committed to creating a diverse, equitable, and inclusive workplace. They actively promote a culture that values and respects the unique perspectives, backgrounds, and experiences of all employees. This commitment is demonstrated through initiatives like building a diverse and representative leadership team, fostering an inclusive work environment, and actively engaging with and supporting underrepresented communities.

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