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<strong>Helping Physicians Make Smart Financial Decisions</strong>

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.

Tailored Guidance
for Your Career Stage

Residents & Fellows

Starting a career as a physician can feel exciting, yet financially overwhelming. We can help position you for long-term financial stability, right from the start.

Get Started

Mid-Career Physician

When was your last financial health check-up? As your financial specialists and advocates, we provide education and guidance to help you pursue your goals.

Explore Your Options

Coordinators & Chiefs

The Twin Oak team includes experienced professionals who can help you plan and clarify complicated financial topics beyond yearly reviews and policy renewal notices.

Learn More

Retirement & Legacy 

Does your dream retirement including buying a second home or RV traveling? We’ll help you comfortably preserve your desired lifestyle throughout your retirement.

Retire Well

Some of Our Services

<strong>Holistic Financial Planning</strong>

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.

<strong>Disability Insurance</strong>

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.

<strong>Student Loan Advice</strong>

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.

<strong>Life Insurance</strong>

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.

<strong>Unbiased Solutions for Physicians</strong>

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.

Work with the Best

Shaun McDuffee, CEO and Founder of Twin Oaks Advisors #21 on Forbes Top Financial Security Professionals 2023.*

Shaun was named on a list of the country’s Top Financial Security Professionals from Forbes and SHOOK Research three years in a row. 

*Shaun McDuffee made the Forbes Top Financial Security Professionals list on 7/26/2023 and was evaluated based on 2022 data. 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. Financial professionals do not pay a fee or compensation to be considered for the listing.