Financial Planning for

Optometry

Practice Owners

Planning that brings together your practice cash flow, owner pay,

taxes, student loans, and retirement.

Book Your Consultation

Financial Planning for

Optometry

Practice Owners

Planning that brings together your

practice cash flow, owner pay, taxes,

student loans, and retirement.

Book Consultation

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

Why Optometry Wealth Advisors?

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

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.

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

Optometry Wealth Advisors LLC

The Optometry Money Podcast Ep 160: How to Maximize Your Optometry Practice Value Before You Sell with Erich Mattei

Episode 159 of Optometry Money Podcast on quarterly estimated tax paymentsOptometry Wealth Advisors LLC

The Optometry Money Podcast Ep 159: How to Stop Scrambling at Tax Time – An Optometrist’s Guide to Quarterly Tax Payments

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