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Have Confidence In Your Financial Future

Have Confidence In Your Financial FutureHave Confidence In Your Financial FutureHave Confidence In Your Financial FutureHave Confidence In Your Financial Future
Start Here

Have Confidence In Your Financial Future

Have Confidence In Your Financial FutureHave Confidence In Your Financial FutureHave Confidence In Your Financial FutureHave Confidence In Your Financial Future
Start Here
Professional Financial Advisor

True Independence

   As a fee-based wealth 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 and investment planning recommendations that solely serve your best interests. 

About Us
Investment Performance

Life Planning

 We specialize in providing lifetime wealth management, retirement income planning, social security planning, education planning and advanced tax planning.  Our unique offering allows us to work with individuals and families at every stage of life.

Start Your Plan
Financial Markets

Best-in-Class Money Management

We utilize institutional-class money managers, often exclusive to large institutions, endowments and funds.  Through our thorough, on-going vetting process, we collaborate with the very best-in-class for our clients.

Get Your Risk Number

Life Stages

Building

Building

Building

Just married. New job. 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 a financial advisor who knows you, your unique situation and has the experience to guide you in the right direction. 

Enjoying

Building

Building

   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 a financial 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. 

Living

Building

Living

Accumulating a nest egg through savings, inheritance or other means can greatly improve your financial well-being when coupled with sound financial and investment planning.  Right now, you may be concerned about maintaining your lifestyle, preserving what you have and protecting yourself against unexpected risks. 

Have Confidence In Every Life Stage

Schedule an Appointment

Have Questions About Your Investments?

Get Your Free Portfolio Risk Analysis

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It is never too early to get started on your financial and investment planning. 

Polley Wealth Management

250 N. Orange Ave., Suite 1116, Orlando, Florida 32801, United States

(407) 337-1085

Hours



 Copyright © 2021 Polley Wealth Management LLC - All Rights Reserved. 

 Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser  

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