financial-services-for-doctors
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Earned
Earned is a New York-based financial services firm built exclusively for doctors, dentists, and their practices. It combines wealth management, tax preparation and planning, accounting, retirement plans, insurance, and legal coordination into a single tax-smart platform, pairing an app and digital tools with fiduciary human advisors. Founded in 2021 and led by former Blucora and Charles Schwab executive John Clendening, Earned has grown through a mix of organic client growth and acquisitions of healthcare-focused financial firms, reaching roughly 20,000 clients and $3.9 billion in assets under management by mid-2026.
John Clendening
John Clendening is the founder and CEO of Earned (Earned Wealth), a tech-enabled financial services firm built exclusively for doctors, dentists, and their medical practices. After more than two decades running large financial businesses, including a stint as CEO of Blucora and senior leadership at Charles Schwab where he ran Schwab Bank, he started Earned to fold wealth management, tax, accounting, insurance, and practice services into a single platform for healthcare professionals. The company has raised roughly $225 million and grown past 240 employees, and it landed on Newsweek and Forbes advisory-firm rankings in 2025.