A financial professional can bring clarity, objectivity, and efficiency to your financial life. Our advisors can help keep you focused on your long-term financial goals and put you in the best position to have a good outcome. Quality financial advice can profoundly impact your financial experience and deliver value that transcends your total wealth.
• The value of an advisor goes well beyond investment selection and asset allocation.
• There is value in the time and resources required to manage one’s financial life.
• It’s hard to put a price on peace of mind.
Hiring an advisor is much like delegating other tasks to specialists. Although you may be able to do the work yourself, you can benefit from a professional’s knowledge, experience, and attention to detail, and in the process, reclaim precious time for higher-priority activities: exercise, go to my kids' soccer game, spend quiet time at home, take vacations, grow personally, improve my professional skills, enjoy my retirement, volunteer my time to worthy causes, meditate, read great books, have dinner with friends.
Working with an advisor also can make you a more knowledgeable investor, which is comparable to a personal coach helping an elite athlete fine-tune his or her skills and apply discipline in training.
Research confirms that higher levels of wealth are achieved by those who use financial planning and wealth management advisors on an ongoing basis. These investors have better savings habits and are more confident in their ability to meet their financial goals and retirement income needs.
Some of the benefits include:
One of the best decisions you can make, is to work with a qualified wealth advisor.
Polley Wealth Management is an innovative provider of wealth management and financial planning services. For over two decades, we have been providing clients with sound, professional and unbiased financial advice, investment management and retirement planning. Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand. We partner with you and numerous world-class professionals to ensure that you benefit from the best available guidance and services. We challenge the methods in which traditional and non-traditional financial firms provide services to meet the needs of their clients.
We specialize in the creation, and protection, of wealth through comprehensive financial, insurance and retirement planning. We are independent and impartial advisors who put our clients' needs first. We are here to assist our clients as a true fiduciary, meaning, we do not have any allegiance to any bank, mutual fund company, insurance company, or any entity other than you, our client.
There is a difference when you work with us. Schedule an appointment today to see why so many are making the move to Polley Wealth Management.
Chief Executive Officer
Kenneth Sean Polley is a Chartered Wealth Manager and Master Financial Coach. Prior to founding Polley Wealth Management, for over 24 years, Sean has worked in wealth management for some of the largest financial institutions, such as J.P. Morgan, Charles Schwab and Fidelity Investments. He has been recognized in Orlando as a Top Wealth Manager and was nominated for Orlando Business Journal's Forty Under 40 in Orlando list. He has been an expert guest on television and quoted in many publications, including Reuters, New York Post, Newsday, Courier Post and NY1.
In addition to Sean's leadership experience, he specializes in building, and protecting, wealth. Sean is an independent and impartial adviser who puts his clients' needs first. His philosophy has remained unchanged through the years and that is to make what can be a complex financial planning process, straightforward and easy to understand. Sean is a lifelong learner, dedicated to improving the lives of his clients and giving them confidence in their financial future.
Sean was born and raised in Winter Park, Florida and graduated from the University of Florida with a major in Finance. He is a member of the National Association of Christian Financial Consultants and a member of Lifebridge Church in Windermere, Florida. He is blessed with the best partner in life, his wife Krisztina and an amazing son, Keaton.