Top financial advisors working with optometrists
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're an optometrist planning for your financial future, you likely face unique income patterns and career milestones that require careful planning. A common mistake is working with advisors who don't understand the specific financial challenges and opportunities in your profession.
- Income variability insight. Look for advisors who recognize how fluctuating income from private practice or partnerships affects your cash flow and savings.
- Practice transition planning. Confirm they can guide you through selling or buying a practice, including tax and retirement implications.
- Insurance needs. Ask how they address professional liability and disability insurance tailored to optometrists.
- Retirement options. Ensure they understand retirement plans suited for medical professionals, balancing contributions with practice demands.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kathleen S
CFP®
Pittsburgh, PA
Integrated Planning & Wealth Management, LLC
Kathleen Skowronek specializes in financial planning for optometrists, addressing unique needs like practice transitions and income variability through her expertise in cash flow and retirement planning. Based in Pittsburgh, she offers flat-fee, independent advice as a CFP® professional at Integrated Planning & Wealth Management, a firm managing $80.4 million with a diversified, risk-based investment approach tailored to optometric private practice owners.
Experience: 2 years
Avg account: $779,484
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Bradley P
Series 63, Series 65
Cedar Rapids, IA
Raindrop Financial, Inc
Bradley Parsons specializes in financial advising for optometrists, leveraging his dual experience as a practicing optometrist and financial advisor with 11 years in the industry. His firm, Raindrop Financial, Inc, offers active investment management with a focus on options and futures strategies, providing a market-timing approach that differs from traditional long-term planning. Located in Cedar Rapids, IA, he operates independently, which may appeal to clients seeking personalized service and specialized investment techniques.
Experience: 12 years
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Laura R
Series 65
Sandy Springs, GA
Hayes Wealth Advisors, LLC
Laura Rosenberg specializes in financial planning for optometrists, leveraging her dual experience as a practicing optometrist and a financial advisor to address unique challenges like practice transitions and retirement plans tailored for medical professionals. Operating from Sandy Springs, GA, she offers services through Hayes Wealth Advisors, which focuses on optometric practices and employs a primarily passive investment approach with fees ranging from 0.35% to 1.20%, catering to high-net-worth clients seeking independent advice.
Experience: 3 years
Avg account: $765,989
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Tyler D
CFP®
Alma, GA
Foresight Financial Planning
Tyler Day specializes in financial planning for optometrists, addressing unique challenges like student loans and practice transitions with a focus on education and long-term investing. Based in Alma, GA, he offers flat-fee, independent advice as a CFP® professional with two years of experience, working closely with a small local client base to provide personalized guidance tailored to optometrists' financial needs.
Experience: 2 years
Avg account: $14,924
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Evon M
CFP®
Madera, CA
Optometry Wealth Advisors LLC
Evon Mendrin specializes in financial planning for optometrists, particularly those owning or aspiring to own private practices, addressing unique challenges like cash flow, debt, and practice transitions. As a CFP®-certified advisor with nine years of experience, she offers flat-fee pricing tailored to different practice stages and focuses on millennial clients, providing independent, personalized guidance compared to other advisors who may not combine optometry expertise with business financial management.
Experience: 10 years
Avg account: $225,355
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