Your practice and your personal finances don’t live in separate buckets.
As a practice owner, finances can get complicated. Your income, business cash flow, tax bill, retirement plan, and long-term wealth are all connected.
Business decisions don’t stay in the business – they shape your personal financial life, too.
We help practice owners make decisions with both sides working 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
Virtual planning for optometrists 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 decisions affect your personal finances. We help you plan both together.
Optometry Wealth Advisors LLC
Optometry Wealth Advisors LLC
Optometry Wealth Advisors LLC