Marcus Stone
Financial Advisor
Coaching physicians and dentists towards their individual goals using a holistic, comprehensive view of financial services.
Marcus Stone
Financial Advisor
Coaching physicians and dentists towards their individual goals using a holistic, comprehensive view of financial services.
About
At Twin Oak Advisors, I lead comprehensive financial planning for our physician clients who require depth, specialization, and direct access to expertise. My role centers on integrating nuanced planning with investment management, including tax minimization, asset protection, retirement readiness, and risk mitigation.
I believe one of our highest purposes is to help one another. Just as our physician clients have spent years developing specialization to help us with some of our most important human needs, I’ve spent my career developing a specialization within financial planning for physicians and their families. I am here to serve through purpose-driven connection, which is the foundation of my approach and the reason I value long-term client partnerships.
My focus is on serving physicians, business owners, and multi-generational families whose financial decisions carry both professional and personal complexity. I believe the most effective plans balance technical strategy with genuine human connection, which is why I’ve structured our process to get to know each client on an individual level.
I’m a long-time resident of Austin, TX, and work with clients all over the country, providing transparent, fiduciary-based advice in connection with advisory services designed to fit their needs.
Services I offer
- Tax minimization strategies and tax-efficient investing*
- Retirement strategies (IRAs, employer-sponsored plans, plans for self-employed individuals or business owners, non-qualified retirement plans)
- Asset protection strategies*
- Investment strategies
- Debt management
- Risk management (disability insurance, life insurance, business overhead insurance)
- Education funding
Key questions I seek to address include:
- Tax Minimization* – How can we help lower your taxes both today and in the future?
- Asset Protection* – How to properly safeguard your assets from creditors.
- Risk Management – How can we help properly protect your family without paying too much or being over-insured?
- What do you want for your future and your retirement?
Personal
I attended Texas Lutheran University in Seguin, TX, and completed my undergraduate degree in business administration. Outside of work, I am actively involved in my community, serving as a board member of the Stop Alzheimer’s Now Foundation and the local Lake Travis Mountain Bike Team. I love being outdoors, mountain biking, canoeing, playing soccer, drumming, and spending time with my family. I live in Lakeway, TX, with my wife, Meagan, and our two children, Camden and Emery.
Team
Chris Koppelman, CFA, CAIA
Director, Wealth Management & Planning
North Star resource team
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA®, CFP®
Senior Vice President and Chief Investment Officer
Carrie Hancock, ChFC®, CLU®, JD
Vice President, Financial Planning Resource Center
Office locations
North Star Resource Group - St. Louis, MO
4240 Duncan Ave
Suite 200
St. Louis, MO 63110
North Star Consultants of Texas
1601 South Mopac Expressway, Suite 475
Austin, TX 78746
*Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0J04812.