Practice ownership brings financial questions most people never have to think about.
How much should you pay yourself?
How much should you set aside for taxes?
How do you tackle $200k+ in student loans?
Should you pay down debt, save more, or invest back into the practice?
What does all of this mean for retirement?
Your income, business cash flow, tax bill, retirement plan, and long-term goals are all connected. We help you look at the full picture, so your practice and personal finances work together.
Why Optometry Wealth Advisors?
Built for optometrists — especially practice owners.
INDEPENDENT ADVICE
We’re a “fee-only”, fiduciary firm. No products, no commissions. Just ongoing advice in your best interests.
That’s the standard we’re held to. We’d have it no other way.
NATIONWIDE GUIDANCE
We work virtually with optometry practice owners across the country.
We’re honored to serve ODs from California to New York.
OPTOMETRY-FOCUSED PLANNING
We understand optometry. We get the decisions you’re facing.
Associate buy-ins, owner compensation, retirement plan design, tax planning, practice growth – these are the things we see each and every day.
PRACTICE + PERSONAL PLANNING
Your practice is your most important asset, and your business and household decisions affect one another. We help you plan with both your business and personal life in mind.
Optometry Wealth Advisors LLC
Optometry Wealth Advisors LLC
Optometry Wealth Advisors LLC