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Optometry Wealth Advisors LLC
Optometry Wealth Advisors provides financial planning for optometry practice owners, helping connect practice cash flow, taxes, owner pay, student loans,...
Overview
Optometry Wealth Advisors provides financial planning for optometry practice owners, helping connect practice cash flow, taxes, owner pay, student loans, retirement planning, and household finances. The firm is fee-only and a fiduciary, with no product sales or commissions. It works only with optometrists and practice owners across the US.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Fresno, CA
Principals
Evon Mendrin CFP®
CSLP®, Founder
Sector focus
Frequently asked questions
What types of clients does this firm serve?
The firm focuses on optometrists and optometry practices. This includes practice owners, associates, and possibly dental or other healthcare professionals.
What investment services does the firm offer?
The firm provides financial planning, portfolio management, retirement planning, and practice transition advice. No direct venture or private equity activities are known.
What is the firm's AUM?
The firm has not publicly disclosed its AUM. As a small specialty RIA, its assets under management are not widely reported.
Where is the firm based?
The firm is registered in the United States. No specific city or address is publicly available from standard sources.
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