Optometry Wealth Advisors
- Company typePrivate
- Founded2021
- HeadquartersMadera, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Optometry Wealth Advisors firmographics
Firmographics- Name
- Optometry Wealth Advisors
- Legal name
- Optometry Wealth Advisors LLC
- Website
- https://optometrywealth.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Optometry Wealth Advisors industry classification
Industry- Product category
- Financial Planning Services
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where Optometry Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Madera
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Optometry Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Fee-Only Financial Planning Advisory: The firm operates as a fee-only registered investment advisor, charging advisory fees for comprehensive financial planning services. As a fiduciary, they do not earn commissions from product sales. Revenue is generated through recurring advisory fees for ongoing financial planning services to optometrists and practice owners.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Optometry Wealth Advisors product offering
Product offeringCore offering
Optometry Wealth Advisors is a fee-only fiduciary registered investment advisor that provides comprehensive financial planning to optometrists and optometry practice owners across the United States. Services integrate practice ownership decisions (cash flow, owner pay, quarterly taxes, associate buy-ins, practice exits) with personal financial planning, including retirement planning, student loan strategy, tax planning, and investment advisory. Educational content is delivered through the Optometry Money Podcast and blog.
Product overview
Optometry Wealth Advisors is a fee-only fiduciary financial planning firm exclusively serving optometrists and optometry practice owners nationwide. The firm offers a unified service model combining comprehensive financial planning with specialized advisory services tailored to the unique financial decisions faced by eye care professionals. Core offerings include general financial planning services addressing practice cash flow, taxes, owner compensation, student loans, and retirement planning; the Optometry Money Podcast providing ongoing education; practice exit planning services; and investment advisory services covering topics such as IPO investing and tax-efficient strategies. All services are delivered with a fiduciary commitment and no product commissions.
Differentiator
Problem solved
Functional benefit
Brands
- Optometry Money Podcast: Weekly podcast hosted by Evon Mendrin dedicated to helping optometrists make better decisions around their money, careers, and practices.
Products and services
- Financial Planning Services Fee-only fiduciary financial planning services for optometrists and optometry practice owners covering practice cash flow, taxes, owner compensation, student loans, retirement planning, and integration of household finances with the practice.
- The Optometry Money Podcast Weekly educational podcast hosted by founder Evon Mendrin covering financial decisions for optometrists, including practice management, retirement planning, investments, student loans, taxes, and practice transitions.
- Practice Exit Planning Financial planning service focused on preparing optometry practice owners for sale and exit, including retirement gap analysis, exit strategy development, and practice valuation optimization in collaboration with practice transition specialist Erich Mattei of Akrinos.
- Investment Advisory Services Investment planning and advisory services for optometrists covering IPO investing, index fund strategies, tax-efficient investing, and portfolio management.
Companies that use Optometry Wealth Advisors
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles3 records
Optometry Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Optometry Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Erich Mattei / AkrinoscoreErich Mattei of Akrinos is a practice transition and valuation specialist who appears as a recurring guest on the Optometry Money Podcast. The partnership provides listeners with expert guidance on practice exit planning, practice valuation, and sale preparation. Akrinos offers a 360 Due Diligence Resource for practice sellers.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
Optometry Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- Carson Wealth: Large fee-only RIA platform serving a broad set of professionals and households. As a much larger incumbent, Carson has the resources and reach to replicate vertical-specialization strategies (including healthcare niches) that compete with OWA's focus.
- Creative Planning: National fee-only RIA with comprehensive financial planning for high-net-worth individuals and business owners, including those with professional practices. A scale incumbent whose broader marketing reach and advisor bench could challenge niche RIAs.
Emerging players
- Facet Wealth: Digital-first, flat-fee RIA serving high-income professionals with transparent pricing and a tech-enabled experience. Competes with OWA for tech-fluent optometrists who want fee transparency and a modern client experience.
Direct peers
- Dental & Medical Counsel (DMC): Fee-only financial planning firm specializing exclusively in dentists and medical doctors with integrated practice and personal financial planning — a near-perfect structural twin to OWA in the broader healthcare-vertical RIA category.
- Dentist Advisors: Niche RIA exclusively serving dentists and dental practice owners with fee-only financial planning, debt management, and practice-transition services — operating the same concentrated-niche playbook as OWA, applied to a parallel healthcare vertical.
- Holista Wealth: Fee-only RIA serving dental and medical professionals with practice-ownership financial planning — the closest analog to Optometry Wealth Advisors' vertical-niche model, just one profession over.
- Physicians Private Wealth: Boutique RIA providing fee-only financial planning specifically for physician practice owners with integrated personal and practice balance sheet advice — closely matches OWA's value proposition in a parallel healthcare vertical.
- Physicians Wealth Services: Fee-only advisory firm focused on physicians and medical practice owners; similar professional-vertical focus, practice-finance integration, and fiduciary positioning, though serving the physician segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Optometry Wealth Advisors social profiles
Digital presenceOptometry Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Optometry Wealth Advisors leadership team
Management profileNumber of profiles
Profiles1 record
Optometry Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Optometry Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Optometry Wealth Advisors
What does Optometry Wealth Advisors do?
Optometry Wealth Advisors is a fee-only fiduciary registered investment advisor that provides comprehensive financial planning to optometrists and optometry practice owners across the United States. Services integrate practice ownership decisions (cash flow, owner pay, quarterly taxes, associate buy-ins, practice exits) with personal financial planning, including retirement planning, student loan strategy, tax planning, and investment advisory. Educational content is delivered through the Optometry Money Podcast and blog.
Is Optometry Wealth Advisors a public or private company?
Optometry Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Optometry Wealth Advisors founded?
Optometry Wealth Advisors was founded in 2021. It employs 1 to 10 people.
Where is Optometry Wealth Advisors based?
Optometry Wealth Advisors is headquartered in Madera, United States, in the North America region.
How does Optometry Wealth Advisors make money?
One revenue line is on record: fee-Only Financial Planning Advisory.
Who are Optometry Wealth Advisors's main competitors?
Broad incumbents on record are Carson Wealth and Creative Planning. Facet Wealth is listed as an emerging player. Direct peers are Dental & Medical Counsel (DMC), Dentist Advisors, Holista Wealth, Physicians Private Wealth and Physicians Wealth Services.
Does Optometry Wealth Advisors have an API?
No public API is recorded for Optometry Wealth Advisors.
What industry is Optometry Wealth Advisors in?
Optometry Wealth Advisors's product category is Financial Planning Services. Its primary akta.pro industry code is FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes), with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 52394 and its SIC code is 6282.