Optometry Wealth Advisors LLC: Financial Planning for Optometrists

Financial Planning and Investment Management
for

Optometrists

Nationwide

Master Your Cash Flow | Grow Your Net Worth | Plan Purposefully

Schedule Free Consultation

Financial Planning and
Investment Management for

Optometrists

Nationwide

Master Your Cash Flow, Grow Your Net Worth,
Plan Purposefully

Schedule Consultation

You‘re on your way to financial freedom. We’re the guide to get you there.

We’re your Personal CFO – organizing your finances, tracking your financial health, and guiding you to make the best financial decisions for your life.

Why Optometry Wealth Advisors?

COMMISSION-FREE PLANNING

We’re a “fee-only” firm. No products, no commissions. Only advice, all day every day.

OPTOMETRY-FOCUSED PLANNING

You’re the reason we exist. Every moment, every day is dedicated to learning about and serving the financial needs of you and your practice.

OBJECTIVE, FIDUCIARY ADVICE

Ongoing advice in your best interest – That’s the standard we’re held to. We’d have it no other way.

INTEGRATED APPROACH

Your practice is your most important asset. Our approach is integrated – improving the financial health of your personal and business finances together.

<img decoding="async" class='wp-image-85 avia-img-lazy-loading-not-85 avia_image' src="https://optometrywealth.com/wp-content/uploads/2021/12/Blank-300-x-200-1.png" alt='' title='' height="100" width="300" itemprop="thumbnailUrl" />

<img decoding="async" class='wp-image-88 avia-img-lazy-loading-not-88 avia_image' src="https://optometrywealth.com/wp-content/uploads/2021/12/Blank-300-x-200-4.png" alt='' title='' height="100" width="300" itemprop="thumbnailUrl" />

<img decoding="async" class='wp-image-86 avia-img-lazy-loading-not-86 avia_image' src="https://optometrywealth.com/wp-content/uploads/2021/12/Blank-300-x-200-2.png" alt='' title='' height="100" width="300" itemprop="thumbnailUrl" />

<img decoding="async" class='wp-image-87 avia-img-lazy-loading-not-87 avia_image' src="https://optometrywealth.com/wp-content/uploads/2021/12/Blank-300-x-200-3.png" alt='' title='' height="100" width="300" itemprop="thumbnailUrl" />

<img decoding="async" class='wp-image-85 avia-img-lazy-loading-not-85 avia_image' src="https://optometrywealth.com/wp-content/uploads/2021/12/Blank-300-x-200-1.png" alt='' title='' height="100" width="300" itemprop="thumbnailUrl" />

<img decoding="async" class='wp-image-88 avia-img-lazy-loading-not-88 avia_image' src="https://optometrywealth.com/wp-content/uploads/2021/12/Blank-300-x-200-4.png" alt='' title='' height="100" width="300" itemprop="thumbnailUrl" />

<img decoding="async" class='wp-image-86 avia-img-lazy-loading-not-86 avia_image' src="https://optometrywealth.com/wp-content/uploads/2021/12/Blank-300-x-200-2.png" alt='' title='' height="100" width="300" itemprop="thumbnailUrl" />

<img decoding="async" class='wp-image-87 avia-img-lazy-loading-not-87 avia_image' src="https://optometrywealth.com/wp-content/uploads/2021/12/Blank-300-x-200-3.png" alt='' title='' height="100" width="300" itemprop="thumbnailUrl" />

Financial Planning Designed with Optometrists in Mind

Learn how we proactively guide you on your way to building wealth, mastering your money, and planning purposefully.

Learn more about services

New From the Education Hub

Episode 116 of Optometry Money Podcast about buying a vehicle as a tax deduction in an optometry practice.

Optometry Wealth Advisors LLC

The Optometry Money Podcast Ep 116: Can You Buy a Vehicle in Your Optometry Practice for a Tax Deduction with Jackson Pace and Kevin Dang, CPAs

Episode 115 of Optometry Money Podcast about differences between cash flow and profit of optometry practices

Optometry Wealth Advisors LLC

The Optometry Money Podcast Ep 115: Navigating Important Differences Between Profit and Cash Flow in Your Optometry Practice

Optometry Wealth Advisors LLC

The Optometry Money Podcast Ep 114: Tax Targets to Aim For Mid-Year

View more posts

Weekly Eyes on the Money Newsletter straight to your inbox!

Student loans, taxes, cold-starts and more!

Sign up to get weekly financial education tailored for optometrists.