Sean Polley, CWM®
Invest Smarter. Preserve Wealth. Live Well.
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Serving Clients Nationwide
Invest Smarter. Preserve Wealth. Live Well.
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®
Sean Polley has spent nearly three decades doing one thing exceptionally well: turning financial complexity into clarity for high-net-worth families and individuals who deserve better than the status quo.As a Chartered Wealth Manager and Master Financial Coach, Sean founded Polley Wealth Management after leadership roles at J.P. Morgan, Charles Schwab, and Fidelity Investments — bringing institutional-grade expertise to a practice built entirely around the client. No corporate quotas. No proprietary products. No conflicts. Just independent, fiduciary counsel from someone whose only obligation is to you.
That rare combination of pedigree and independence has earned Sean recognition as one of Orlando's Top Wealth Managers and a nomination for the Orlando Business Journal's Forty Under 40. His perspectives on markets, planning, and wealth strategy have been sought by Reuters, the New York Post, MSN, NY1, and WESH 2 — because when complex financial questions arise, experience like his is hard to find.
Sean's philosophy is simple: sophisticated planning shouldn't feel sophisticated. Whether navigating a liquidity event, restructuring a tax strategy, or building a multi-generational wealth plan, he has a gift for translating complexity into confident, actionable decisions his clients can own.
A University of Florida honors graduate with a Finance degree, Sean continues to sharpen his expertise through elite programs including Dave Ramsey's Financial Coach Master Training and Indiana Wesleyan University's Kingdom Advisor certification — because the families he serves deserve an advisor who never stops growing.
Born and raised in Winter Park, Sean is deeply rooted in Central Florida. He and his wife Krisztina are raising their son Keaton in the same community where he built his career — a daily reminder of why lasting legacies matter, and who they're really built for.
Professional Designations
- Chartered Wealth Manager (CWM)
Affiliations
-
National Association of Christian Financial Consultants
- National Association of Insurance and Financial Advisors
- Ramsey Solutions Financial Coach
- National Association of Insurance and Financial Advisors
Primary Location
250 N Orange Ave suite 1116, Orlando, Florida 32801, United States
Video
https://www.youtube.com/channel/UCrmMc5jKQaiy5RZvj9B0vqQMeeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
- Webinars
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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