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Financial Planning & Investment Management for Optometrists
Why We Focus On Optometrists

Why We Focus On Optometrists

Growing your personal wealth starts when you create a comprehensive plan for your financial future. We have reviewed hundreds...

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Building Wealth Outside Your Practice

Building Wealth Outside Your Practice

It’s great to be a high income OD, but where is your cash flow going to come from when you sell your practice or retire? You can start building your personal wealth by...

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Natalie H Schmook, MBA, CFP®, CVA® 

Natalie H Schmook, MBA, CFP®, CVA® 

Natalie is the founder and owner of Hayes Wealth Advisors LLC, a holistic, fee only Financial Planning, Practice Valuation and Investment Management service...

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Knowledge Is Power

Knowledge Is Power

Our financial literacy center offers a spectrum of timely and informative articles that were written with you in mind, including educational pieces and calculators.

Go to Our Financial Literacy Center

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."