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Collaborative Advice
Collaborative Advice is a financial advice firm created by Travis Woods that partners with physicians and their families to help them make financial...
Overview
Collaborative Advice is a financial advice firm created by Travis Woods that partners with physicians and their families to help them make financial decisions in their best interest. The business was built exclusively for physicians. It is founded on a team approach, which it believes leads to the best outcomes.
General information
Firm type
Multi Family Office
Principals
Travis Woods
CFP®, CFA, creator of Collaborative Advice
Sector focus
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