Evon Mendrin
We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management.
Optometry Wealth Advisors LLC · Madera, California
Is this you, Evon?
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About
Optometry Wealth Advisors is a financial planning and investment management firm designed exclusively for optometrists.
We recognize that optometrists—especially private practice owners—face complex financial decisions at every stage of their careers. From navigating federal student loans and the challenges of cold-starting or purchasing a practice, to optimizing cash flow, managing taxes, building wealth, and planning for a successful practice exit, we provide strategic, customized advice for every step of the journey.
Our goal is to alleviate financial stress, maximize opportunities, and give optometrists peace of mind by creating a clear plan for both business and personal financial goals.
With optometry-specific expertise and comprehensive, lifelong financial guidance, we help optometrists to thrive today while building toward long-term financial independence.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Founders
- Early-career professionals
Services
- 401(k) & IRA Management
- Business Succession Planning
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Debt Management
- Exit Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Portfolio Management
- Wealth Management
- Tax Strategy
- Risk Management
- Retirement Planning
- Portfolio Rebalancing
- Liquidity & Exit Planning
- Philanthropic Planning
- Investment Management
- Insurance Planning
Structured record
| Name | Evon Mendrin |
|---|---|
| Firm | Optometry Wealth Advisors LLC |
| Location | Madera, California |
| Fee model | Flat Fee/Retainer · Hourly Rate |
| AUM | Under $25M |
| Founded | 2021 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | Certified Student Loan Professional · CFP |
| Designations | CFP (Certified Financial Planner) · Other · Series 65 |
| Investment approach | Passive management |
| Website | https://optometrywealth.com |
| https://www.linkedin.com/in/evonmendrin/ |
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Specialties
- Small business owners