Optometry Wealth Advisors lives at the intersection of practice and personal finances. We specialize in guiding ODs through ongoing comprehensive financial planning and investment management.

Our process is built around a system to review, track, and monitor key vital signs of your financial health. We are able to take action on important short-term financial issues, while addressing the long-term strategies along the way.

We know how important of a role student loans play in your life – it’s a necessary investment in your career. Let us guide you in making smart decisions around your debt, in light of bigger picture of your financial and business goals.