Who we are

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. 

At Twin Oak, we have curated a team of experts around each major financial issue you face as a physician. Our team collectively has over 50+ years experience specializing in the specific financial needs of Physicians. By focusing on remote advising, we’ve advised thousands of physicians across the country in a manner and speed convenient to them.

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.

Eight surgeons looking down on patient with a light overhead.  Picture is taken from below.


Doctor holding a clipboard while wearing white lab coat


Let’s start with the concern keeping you up at night. In our experience, one uncomfortable topic often prevents a person from addressing several other important financial issues or decisions in their life. This is why we prefer to address the elephant in the room first by focusing on what’s most important to you.

Once we address the issue at the top of your list, you’ll have access to our team of specialists ready to help you tackle what’s next or provide insight on other concerns you may not even recognize yet.

We know physicians are busy and often don’t have the time for an in-person meeting. By offering remote advising and digital communication, we work with your schedule and at a pace that is convenient and efficient for you.

Connect with a Specialist