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.
Optometry Wealth Advisors LLC
Optometry Wealth Advisors LLC