Wealth Management

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Polley Wealth Management is the leading 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 client’s needs first. We do not have any allegiance to any bank, mutual fund company, insurance company or any other entity. 

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:


  • Organization
  • Accountability
  • Objectivity
  • Education
  • Experience
  • Proactivity


 One of the best decisions you can make, is to work with a qualified wealth advisor. 


Let's get started today!

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Our Leadership

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Sean Polley

Chief Executive Officer

 

Kenneth Sean Polley is a Chartered Wealth Manager and Master Financial Coach.  Prior to founding Polley Wealth Management, for over 23 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.

Schedule an appointment with Polley Wealth Management.

Polley Wealth Management

7208 W Sand Lake Road, Suite 305D, Orlando, Florida 32819, United States

407.337.1085

Hours

Open today

09:00 am – 04:00 pm