Helping Physicians Make Smart Financial Decisions
Decades delivering independent, physician-focused financial advice through all career stages with disability & life insurance, student loan guidance, and holistic financial planning.
Holistic Financial Planning
We assist physicians at every career stage by providing remote expertise in disability insurance, holistic financial planning, and investment advice tailored to individual needs.
Disability Insurance
Let our insurance specialists run a free comparison of the major carriers and discuss the process, independent of any specific carrier to find the right policy for you.
Student Loan Advice
Our experienced financial advisors can provide a detailed student loan analysis to help determine the right repayment strategy for you and can help save you money in the long run.
Life Insurance
We specialize in helping early-career physicians find the right life insurance policy to replace your current and future income and support your family when you're gone.
Unbiased Solutions for Physicians
As advisors, our Twin Oak team is totally independent of any one insurance, investment, or refinancing company. Instead, we have access to hundreds of carriers and providers allowing us to tailor solutions to your specific situation.
Shaun McDuffee, CEO and Founder of Twin Oak Advisors, has been named one of America’s Top 100 Financial Security Professionals by Forbes & SHOOK Research every year since the list’s inception (2021-2025).*
*Forbes America’s Top Financial Security Professionals, developed by SHOOK Research is based on last year’s data. The algorithm is designed to fairly compare the business practices o a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOK™ Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.