Holistic Financial Planning for Physicians.
Whether you’re a PGY 1 concerned about being in the right student loan repayment plan, a last year resident or fellow who waited to get disability insurance, or a seasoned attending looking for holistic financial planning and investment advice, we are here to help.
TWIN OAK Advisors are independent financial advisors who specialize in you. By working with clients remotely, we have helped thousands of physicians across the country on THEIR time.
Shaun McDuffee, CEO and Founder of Twin Oaks Advisors #12 on Forbes Top Financial Security Professionals 2022.