For more than thirty years, Twin Financial has provided specialized expertise and services to closely-held businesses with Business Financial Solutions and individuals and families with Personalized Financial Solutions.
Our tagline, Expertise2, signals our two areas of specialized expertise and focus—Business Financial Solutions and Personal Financial Solutions.
Our Business Financial Solutions Group has worked with hundreds of closely-held small to mid-size businesses to develop strategies and solutions to effectively leverage their business for their personal or family benefit.
Our Personal Financial Solutions Group offers deep experience working with over 1,000 individuals and families to develop financial strategies to both build and protect wealth.
Our Only Growth Strategy Is Yours.
From our beginning, our plan was to build a financial advisory firm large enough to offer all of the services and capabilities of the largest firms, yet manage our growth in a way that to allows our two founders and firm principals—Katheigh Degen and Raleigh Lang—to be deeply engaged with every client, from financial strategy development through implementation, and providing ongoing financial guidance, year after year. We remain committed to that philosophy because we believe growing and protecting your wealth is our only business.