We are the premier innovative boutique provider of wealth management and personal financial planning services. We have been recognized as a Best of Orlando - Financial Consultant, Best Financial Advisors in Orlando and Top Wealth Manager. For over two decades, our advisors have been providing clients with sound, professional and unbiased financial advice, investment management and personal wealth 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 expert, third-party professionals to ensure that you benefit from the best available guidance, advice and management 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 while delivering institutional-quality services, investments and expertise not previously available to individual investors. 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.
Why Is Fiduciary Responsibility Important?
Fiduciary responsibility is important because it ensures that the person advising you and managing your money is also making the best choices for you in terms of products and fees. As fiduciaries, we are legally obligated to put your interests above our own and to disclose any potential conflicts of interest.
Some advisors operate under a lesser standard known as the suitability standard. The suitability standard only requires that an investment be ‘suitable’ for a client. These advisors are not required to disclose potential conflicts of interest or make a client aware of less expensive or more tax-efficient alternatives. This is a common source of confusion. No matter whether an advisor adheres to a fiduciary standard or a suitability standard, they can call themselves a financial advisor.
Our advisors have a fiduciary obligation.
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.
A wealth management 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 a wealth management advisor goes well beyond investment selection and asset allocation.
• There is value in the time and resources required to manage one’s total 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 a wealth management 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 management advisor.
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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.