Flat-fee advisors focused on optometrist in the US

Kathleen Skowronek is a CFP® professional with two years of industry experience, currently serving as an advisor at Integrated Planning & Wealth Management, LLC in Pittsburgh, PA. Her prior roles include positions at CrossPoint Wealth Partners and Capital Asset Management Group. Integrated Planning & Wealth Management is an SEC-registered investment adviser managing approximately $80.4 million for about 133 clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, with a focus on optometric private practice owners. Their investment approach is diversified and risk-based, utilizing Modern Portfolio Theory and fundamental analysis.

Bradley Parsons is the sole advisor at Raindrop Financial, Inc, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been the president and practicing optometrist of Bradley C Parsons OD PC since 2004. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled vehicles and institutional-style accounts. The firm emphasizes a market-timing approach with short- to intermediate-term positions, leveraging back-tested models and investor education tailored to professional clients.

Laura Rosenberg is a financial advisor at Hayes Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Hayes Wealth Advisors since 2023. Outside of her advisory role, Rosenberg is an optometrist at The Eye Gallery, an optometry practice she has been associated with since 2012. Hayes Wealth Advisors serves individual clients, retirement plans, and corporate clients by providing comprehensive financial planning, discretionary portfolio management, and consulting services. The firm has a niche focus on advising optometric practices and offers business-valuation and practice appraisal services alongside a primarily passive, ETF- and mutual fund-based investment approach.

I’m a CFP® professional and fee-only financial planner dedicated to helping optometrists navigate the unique financial decisions they face, from student loans to practice transitions to long-term investing. I take an education-first approach so clients can feel confident in every step of their financial life. I also work with a small number of clients locally in southeast Georgia. I'm here to do more than manage your finances. I'm here to empower you and guide you through every financial decision with the wisdom of personal experience and the precision of professional expertise. My commitment is to not only anticipate the financial hurdles and opportunities unique to optometry but to navigate them alongside you, ensuring that each step you take is informed, confident, and aligned with your personal and professional goals.

Hi, I'm Evon. I'm the founder and lead advisor at Optometry Wealth Advisors. I'm dedicated to serving optometrists, especially those in private practice. I help optometrists gain clarity on their finances, track progress, and make the best financial decisions for their lives. You're on your way to financial freedom, and I'm your guide to get you there! If you own a private practice - or dream of cold-starting or buying into a private practice - we may be a great fit to work together. After years of extra schooling, you have a world of financial decisions to navigate. Own a practice? You also wear the hat of business owner - building and leading your team, improving your patient experience, and managing the finances. All on top of being an excellent practitioner. With all that on your plate, I'm here to help you grow your wealth, master your money, and plan purposefully. Together we navigate the most important decisions around your finances. We tackle cash flow and debt, tax planning, making work optional, starting a practice, insurance and risk management, estate planning, and understanding your practice finances. My credentials and education: • Certified Financial Planner™ (CFP®) professional • Certified Student Loan Professional™ (CSLP®) • Bachelor of Arts in Finance and Marketing, Fresno Pacific University I began my career in 2014 working for one of those large, product-focused financial companies. I saw the conflicts involved in product sales and knew there was a better way. With that in mind I joined a fantastic local, independent financial planning firm. Yet, I saw there were still gaps for optometrists looking for great financial advice and still on their way to building wealth. Your profession and practices fascinate me. Many advisory firms focused on retirees and people who already grew their nest egg. So, after five great years, I left to launch Optometry Wealth Advisors to help ODs nationwide. When I'm not serving ODs or researching nerdy financial planning stuff, I'm spending time with my wife and two kids, involved in my church community, and trying as hard as I can to get outdoors. If you'd like to learn more, please set up a FREE consultation. If nothing else, check out my blog. Each week I write about issues important to ODs, along with other types of content you'll find helpful. Listen to Evon's podcast here: https://www.buzzsprout.com/1970676.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Hassan Al Kadhimi is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and TD Bank. He is also involved with NIHFCU Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Amanda is also involved with Lucky Duck, a separate business activity. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supported by research and planning tools, and serves both retail and institutional clients with a range of advisory programs.