Physicians & Medical Professionals


Medical professionals often struggle with unique financial challenges.  The cost of education is extremely high, meaning most enter their profession with a sizable amount of debt.  You may be highly compensated once you enter the workforce, but how will you balance student debt repayments with contributions to your retirement account?  And how can you maximize the advantage of tax deferred savings? 

At Three Oaks Capital we help medical professionals navigate these financial challenges throughout their careers.  Rather than spend their time mastering the finer points of personal finance, this guidance frees our clients to hone their craft and enjoy their families, passions & hobbies. 

You set the direction, we handle the details.

Typical Issues We Assist With

• Undergrad & medical school debt management
• Cash flow & budgeting
• Disability, malpractice & other risk management
• Backdoor Roth IRA conversions
• Home purchases using doctor loans