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 to individuals, high-net-worth clients, and small‑business owners with a particular focus on optometry professionals and practice owners. Services include ongoing and limited‑scope financial planning, business and exit planning for practices, and implementation of client investment plans. The firm typically implements model portfolios built from no‑load mutual funds and exchange‑traded funds using a systematic, passive approach informed by modern portfolio theory, and it manages accounts on either a discretionary or non‑discretionary basis depending on client authorization. OWA also may select and retain independent third‑party investment advisers to manage all or a portion of certain client accounts—retaining monitoring responsibility while delegating day‑to‑day trading—and offers separately managed and tax‑sensitive strategies when appropriate. Distinctive features relative to many peers include a subscription‑style, fixed fee billing model rather than a standard percentage‑of‑AUM fee, and the provision of educational seminars and speaking engagements for groups. The firm operates as a solo advisor with modest assets under management and a narrowly tailored client niche in optometry, and it discloses that clients who engage third‑party managers may incur separate fees paid directly to those managers.

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.