A complete list of active advisors currently associated with Optometry Wealth Advisors LLC

Warmer can help you find a great advisor at Optometry Wealth Advisors LLC or one who fits your needs even better.

Optometry Wealth Advisors LLC provides combined financial planning and investment management services primarily to individual clients, high‑net‑worth individuals, and small business owners, with a stated emphasis on addressing the needs of optometric practice owners. Services include comprehensive planning across cash flow, retirement, tax, insurance, estate, and business/exit planning, along with model portfolios composed mainly of no‑load mutual funds and ETFs. The firm describes a predominantly passive, Modern Portfolio Theory approach to portfolio construction and uses model portfolios with periodic rebalancing; it offers both discretionary and non‑discretionary management (the ADV reports roughly $7.6 million in discretionary assets and about $289,000 in non‑discretionary assets). Clients may engage on ongoing bundled planning-and-management arrangements or limited‑scope project/hourly planning, and the firm coordinates with clients’ tax and legal professionals as part of its service model. Noteworthy distinctions from many independent one‑advisor firms include a flat bundled monthly fee structure for combined planning and management rather than a percentage‑of‑assets fee, and a program of educational seminars and speaking engagements for groups. The brochure also discloses that the firm’s principal maintains a separate advisory affiliation with another registered investment adviser, and the firm highlights targeted business‑planning work for optometric practice owners as a specific niche focus.

To learn more about the advisors currently working at Optometry Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.