Financial Planning for Optometry Practice Owners

One clear plan for your practice, your household, and your long-term goals.

We help you connect the moving parts of practice ownership - from cash flow, taxes, and owner pay

to student loans, retirement planning, and life at home.

Book Your Intro Call

Financial Planning for

Optometry Practice Owners

One clear plan for your practice, your household, and your long-term goals.

We help you connect the moving parts of practice ownership

from cash flow, taxes, and owner pay to student loans,

retirement planning, and life at home.

Book Your Intro Call

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?

You shouldn’t have to translate optometry to your financial advisor.

We already know your decisions

Associate buy-ins. Owner pay. Quarterly taxes. Planning to exit.

These aren’t occasional topics for us — they’re every week. You’ll never have to explain how an optometry practice works.

Fee-only, no products, no commissions

We don’t sell products. Our only job is giving you advice in your best interest.

It’s the standard we’re held to as fiduciaries, and it’s the only way we’d want to run this firm.

Practice + household, planned together

Your practice is your income, your biggest asset, and your retirement plan all at once.

Most advisors plan around it. We plan with it – building practice financials into every decision.

Picture of Evon Mendrin, founder of Optometry Wealth Advisors

Hi, I’m Evon.

I’m a Certified Financial Planner ® practitioner and the founder of Optometry Wealth Advisors. I started this firm because I kept seeing the same thing: smart, hardworking ODs getting generic financial advice that ignored the biggest thing in their financial lives – their practice.

Your practice isn’t a side note. It’s your income, your retirement plan, and your life’s work, all tangled together with your taxes, your student loans, and your family’s goals. Untangling that is the whole job.

Today I work with optometrists and practice owners all over the country, and I host the Optometry Money Podcast, where we dig into these exact decisions every week.

Listen to the Podcast Book Your Intro Call