Strategic acquisition expands Earned’s national presence and strengthens its position as the most comprehensive financial partner for healthcare professionals

Earned, a leading tech-enabled financial services firm purpose-built for healthcare professionals, today announced its acquisition of Schwartz & Schwartz, PC, a Boston-based tax and accounting firm recognized as a market leader in serving dental practices and other healthcare providers.

This latest acquisition establishes Earned’s East Coast footprint, starting with the greater Boston area — one of the nation’s largest and most influential healthcare markets. With more than 8,000 clients and $2.3 billion in assets under management, Earned has rapidly emerged as the premier financial partner for healthcare professionals nationwide.

“This marks a major step forward in Earned’s national expansion strategy and underscores the power of our integrated model,” said John Clendening, Founder and CEO of Earned. “With more than 8,000 healthcare professionals and practices now under our care, we’re growing rapidly by combining best-in-class firms under one single, specialized brand. Schwartz & Schwartz strengthens our East Coast presence and builds on our strong track record of attracting healthcare-focused advisors.”

Earned’s comprehensive model integrates wealth management, tax preparation and planning, retirement plans, accounting, payroll, and practice-specific financial guidance into a seamless experience — designed specifically for healthcare professionals including physicians, dentists, behavioral health therapists, and veterinarians.

“Earned is aligned with our long-standing mission of providing superior financial services and client support to healthcare providers and practice owners so they can spend more time caring for their patients,” said Andrew D. Schwartz, CPA at Schwartz & Schwartz. “We’ve spent more than three decades helping our clients succeed, and now we’ll be able to offer an even broader suite of services and advice to the physicians, dentists and behavioral health practitioners we serve.”

Unlike legacy financial providers or tech-only solutions, Earned combines white-glove service with advanced technology — ensuring each client receives personalized support from experienced professionals who understand their unique career-driven financial circumstances and goals. This human-centered, high-touch approach also makes Earned an attractive partner for founders looking to join a growth-oriented firm that can provide more high-quality services to their clients.

Earned has been in a period of rapid, strategic growth since securing a $200 million investment last year. The acquisition of Schwartz & Schwartz marks the company’s third in the last year, following the addition of Chahal & Associates — a West Coast-based tax and accounting firm — and Thomas Doll, a long-established financial services provider to healthcare professionals and medical groups.

As part of its strategy, Earned continues to seek to acquire top-performing firms that serve healthcare professionals and who see the power of a broader offering for clients, and expanded growth opportunities for their teams. By partnering early and creating strong alignment and long-term upside, Earned offers unique deal structures that benefit all stakeholders and provide access to significant opportunities ahead of the curve.

About Earned

Earned is a fully integrated, technology-driven financial services firm built specifically for healthcare professionals, their families, and their practices. With a tech-forward, human-led approach, Earned is purpose-built to address the unique financial challenges doctors face — such as high taxes, limited time, and career burnout. By unifying wealth, tax, retirement, and other practice services, Earned delivers a streamlined experience that helps clients build, preserve, and enjoy their wealth more efficiently — through every stage of their careers. Learn more at earned.com.

About Schwartz & Schwartz

Schwartz & Schwartz, PC is a leading Boston-based CPA firm focused on serving dental practices and healthcare professionals. Founded in 1993 by brothers Andrew and Richard Schwartz, the firm provides tax, accounting, payroll, and practice management services to over 2,500 physicians, dentists, and behavioral health practitioners and 400+ medical and dental practices. Learn more at schwartzaccountants.com.

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