“We treat the whole client, not just some of the pieces. Monitoring earning potential helps with wise saving and investing, which drives the engine of true financial independence. Ignore a part of the cycle, and it might spin out of control. We put it all together: earning, investing and ultimately spending your wealth.”
We’re thrilled to announce we have joined Earned Wealth*, a wealth management firm built specifically for physicians and dentists. Earned Wealth’s and Thomas Doll’s values, cultures, philosophies and service offerings are closely aligned, and this combination will expand our capabilities and enhance our commitment to serving our clients with excellence. As a Thomas Doll client, your team remains your team. This change is not expected to affect your relationship with your client service team, or the core services you have come to rely upon, our fiduciary commitment to you, our strong commitment to service, or your investment advisory agreement. We’re excited to further our joint mission of maximizing the wealth and well-being of our clients.