Evon Mendrin (Certified Student Loan Professional, CFP®)

Planning Specialties

I help optometrists grow their wealth, master their money, and plan purposefully around their finances. My approach is to help optometrists organize, monitor, and track progress in their finances to make great financial decisions along the way. From mastering cash flow and debt to minimizing taxes, from planning to cold-start to understanding their practice financials, I’m their guide through every aspect of their finances.

After years working in both a product-sales focused financial company and a great independent financial planning firm, I realized there was still a gap for optometrists looking for great financial advice. There was still a better way. So, in 2021 I started Optometry Wealth Advisors.

I’m excited and fascinated by everything involved in cold-starting or buying into, growing, managing, and eventually exiting an optometry practice. As a professional service business owner, I know how hard it is to just be an excellent practitioner. It’s so impressive to see optometrists that then take the exciting risk and opportunity of practice ownership. Optometry Wealth Advisors aims to be the guide at that critical intersection of personal and practice finances.

Professional Associations:

• Fee-Only Financial Planner Network
• CFP® Professional
• Financial Planning Association (FPA)
• XY Planning Network