Sean Polley, CWM®

Invest Smarter. Preserve Wealth. Live Well.

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Polley Wealth Management Sean Polley, CWM®

Orlando, FL

Serving Clients Nationwide

Invest Smarter. Preserve Wealth. Live Well.

1 Certified Advisor Reviews™

5 out of 5 Stars

Jump to Reviews

407.337.1085

Website

Areas of Focus

Cryptocurrency
Estate Planning
Exit Planning
Faith-Based Investing
Financial Life Planning
High Net Worth
Inherited Wealth
Insurance
Investment Management
Owning a Business
Retirement Planning
Taxes

About Sean Polley, CWM®

Kenneth Sean Polley has dedicated over 29 years to transforming the financial futures of high-net-worth families and individuals as a Chartered Wealth Manager and Master Financial Coach. As the founder of Polley Wealth Management, Sean brings the expertise gained from leadership roles at premier financial institutions—J.P. Morgan, Charles Schwab, and Fidelity Investments—while offering the personalized service and unbiased guidance that only true independence can provide.

Recognized as one of Orlando's Top Wealth Managers and nominated for the prestigious Orlando Business Journal's Forty Under 40, Sean has established himself as a trusted voice in wealth management. His expertise has been sought by major media outlets including Reuters, New York Post, MSN, NY1, and WESH 2, where he provides insights on complex financial markets and planning strategies.

Sean's approach is built on a fundamental belief: sophisticated financial planning should never feel overwhelming. He excels at distilling complex investment strategies and tax-efficient planning into clear, actionable guidance that empowers clients to make confident decisions about their wealth. As an independent fiduciary, Sean's loyalty lies exclusively with his clients—not corporate quotas or proprietary products.

A University of Florida honors graduate (National Dean's List) with a Finance degree, Sean continuously advances his expertise through elite training programs, including Dave Ramsey's Financial Coach Master Training and Indiana Wesleyan University's Kingdom Advisor certification. His commitment to excellence extends beyond credentials—he's a lifelong learner dedicated to staying ahead of evolving markets and regulations to better serve his clients.

Deeply rooted in Central Florida, Sean was born and raised in Winter Park and remains actively involved in his community through Crossroads Impact Church in Windermere. He shares his greatest achievements with his wife Krisztina and son Keaton, who inspire his commitment to building lasting legacies for the families he serves.

Professional Designations

Chartered Wealth Manager (CWM)

Affiliations

National Association of Christian Financial Consultants
National Association of Insurance and Financial Advisors
Ramsey Solutions Financial Coach

Primary Location

250 N Orange Ave suite 1116, Orlando, Florida 32801, United States

Video

https://www.youtube.com/channel/UCrmMc5jKQaiy5RZvj9B0vqQ

Meeting Options

Video Conference
In-Person
Phone
Group Classes
Webinars

Book Intro Call

Compensation Methods

Fee Only
Offers Advice-Only Services
One-time Financial Plan
Per Session
Percentage of Assets Managed
Subscription

What to expect in the first meeting

No pressure, just a conversation to get to know each other.

Offers Investment Management

Yes

About Polley Wealth Management

Our seasoned professionals bring decades of proven expertise in navigating complex wealth challenges for affluent and high net worth families. We don't just manage portfolios—we architect sophisticated financial strategies that deliver measurable results and protect what matters most to you.

Your financial goals are as unique as your family's story. Rather than offering cookie-cutter solutions, we invest time upfront to deeply understand your priorities—whether that's accelerating wealth growth, securing your retirement lifestyle, or building a meaningful legacy. Every strategy we craft is precision-built around your specific vision for the future.

True wealth management extends far beyond investment selection. We orchestrate every element of your financial life—from tax-efficient portfolio construction and estate planning optimization to strategic risk protection and philanthropic impact planning. This integrated approach ensures no opportunity is missed and no detail overlooked.

You deserve more than transactions—you deserve a trusted partnership. Our clients experience white-glove service marked by proactive communication, rapid responsiveness, and absolute discretion. We're not just managing your wealth; we're safeguarding your family's financial future with the care and attention it deserves.

Education

University of Florida

Volunteer Experience

Dr. Phillips Little League Under Armor Flag Football Travel Baseball

Languages

English

Hobbies and Interests

Baseball
Basketball
Beach
Cars
Church
Eating Out
Entertaining
Family
Football
Golf
Grilling
Movies
Music
Reading
Softball
Sports
Tennis
Theater
Traveling
Volunteering
Wine
Working Out

Who We Serve

Airline Pilots
Attorneys
Baby Boomers
Business Owners
Christians
Contractors
Corporate Executives
Couples
Crypto Investors
Dentists
Divorce
Dual Income Family
Engineers
Entrepreneurs
Families
Financial Independence Retire Early (FIRE)
Gen X
Gen Y / Millennials
Gen Z
Healthcare Professionals
Individuals
Intergenerational Families
Investors
Jewish
Living in Retirement
Military
Newly Engaged / Newlywed
Parents
Physicians
Professional Athletes
Real Estate Agents
Real Estate Investors
Sales Professionals
Scientists
Single Women
Specialty Sub-Contractors
Technology Professionals
Therapists
Travel Lovers
Veterans
Widow
Women in Transition
Women Professionals
Women’s Finance
Young Families

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5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 2, 2021

Relationship to Financial Advisor: Client as of Dec 2, 2021

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

krisztina toth

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