As a fee-based advisor, providing you with the knowledge and resources you need to be successful is what we do best. Without conflicts of interests in the picture, and no affiliations to any bank, mutual fund company or any other institution, we’re able to deliver fully unbiased financial planning and investment recommendations that solely serve your best interests.
We specialize in providing life-focused wealth planning, including retirement income planning, social security planning, education planning and advanced tax planning tailored to individuals and their families. Our unique offering allows us to work with you through every stage of life.
We utilize institutional-class money managers, often exclusive to large institutions, endowments and funds. Through our thorough, ongoing vetting process, we collaborate with the very best-in-class for you, our clients.
New job. Just married. Baby. Home purchase. When it comes to finances, you just want to know where to start and how to reach your goals. You want technology efficient platforms and the ability to talk to an advisor who knows you, your unique situation and has the experience to guide you in the right direction.
As an established professional, you’re reaping the benefits of a flourishing career and may have kids near or at college age. Perhaps you have an advisor or have been through the financial planning process before or maybe you’ve procrastinated getting started. Regardless, now is the time to ensure your strategy is working efficiently, or create a plan that will.
Accumulating a nest egg through savings, inheritance or other means can greatly improve your financial well-being when coupled with sound financial planning and investment management. Right now, you may be concerned about maintaining your lifestyle, preserving what you have, and protecting yourself against unexpected risks.
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Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser and independent financial advisory firm, headquartered in Orlando, Florida.