--- title: "Sean Polley | Financial Advisors" description: "Sean Polley at Polley Wealth Management. Kenneth Sean Polley is an Orlando-based private wealth manager and the founder of Polley Wealth Management,…" url: https://financialadvisors.com/advisors/sean-polley/ --- [← Back to Advisors](https://financialadvisors.com/advisors/) ![Sean Polley](https://financialadvisors.com/wp-content/uploads/2023/06/1KSP-Square.png) # Sean Polley Polley Wealth Management Other Email Advisor [Schedule Intro](https://findash.ai/book/discovery) Link Copied! ## About Kenneth Sean Polley is an Orlando-based private wealth manager and the founder of Polley Wealth Management, Polley Life, and Polley Family Office. As a Chartered Wealth Manager and Master Financial Coach, Sean helps high-net-worth families, successful professionals, and business owners make sound decisions about their wealth. His work brings investments, retirement income, cash flow, taxes, risk, estate planning, business interests, and family goals into one coordinated wealth strategy. When clients need legal or tax guidance, Sean works alongside their attorneys, CPAs, and other professional advisors. The goal is not simply to manage a portfolio. It is to help clients see their full financial picture, understand the tradeoffs behind each decision, avoid costly gaps, and use their wealth to support the lives they want to lead. Investment Philosophy Every investment decision at Polley Wealth Management begins with what a family needs its money to do. We look at goals, cash flow, taxes, risk, the estate plan and any business interests together, and the portfolio is built to serve that whole picture. A family's problem is rarely solved by a single product, so we start with the problem. Our decisions follow a fixed order. We settle what the capital is for, then how much of it must stay liquid. Asset classes come after that. Managers and vehicles are the last choice we make, which keeps the conversation on purpose before anyone debates which strategy to own. We borrow the structure from large institutional endowments and scale it to families. Capital is assigned to one of four jobs: liquidity, compounding, diversifying, or long-term growth. A household with $1 million and one with $25 million both get the same discipline, sized to their circumstances. Inside the portfolio we build in layers. Large-cap exposure in taxable accounts is held through direct indexing, and we measure its value by the after-tax dollars a family keeps from harvesting losses and managing gains. Where markets are less efficient, such as mid and small companies, international stocks, individual bonds and private markets, we use active managers who have earned their place. Across the household we manage taxes at the balance-sheet level, coordinating accounts, trusts and entities as one estate. We favor separately managed accounts over mutual funds and ETFs whenever a suitable option exists. Direct ownership gives families transparency, customization and control over when taxes are realized. Tax planning, in our view, is wealth management. The best results come from designing the transaction, ownership, entity and investment structure before money moves. Retirement income is built to change as life does. Early active years, a slower middle stretch and later years focused on care and security each call for different spending and a different income plan. When we evaluate income solutions, we judge them on longevity protection, flexibility and liquidity, stability of income, performance after fees, and simplicity. > Invest smarter. Protect wealth. Live well. ## Firm Information ![Polley Wealth Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2103261616779964CopyofCopyofP83.png) Firm Polley Wealth Management Position Private Wealth Manager Agency Type RIA Firm CRD# 305143 About Firm Polley Wealth Management: Where fiduciary excellence meets uncompromising independence. We serve high-net-worth professionals, executives, and business owners who demand more than cookie-cutter financial advice. As Orlando's award-winning wealth management firm - recognized as Best Financial Consultant, Best Financial Advisors, and Top Wealth Manager - we deliver what Wall Street can't: true fiduciary accountability and strategies built exclusively for your success. Your wealth represents your hard work. Our job is to make it work harder. As an independent, fiduciary firm, every recommendation serves one master: your financial objectives. Our elite team of financial architects engineer comprehensive strategies that integrate investment management, tax optimization, estate planning, and risk mitigation into a unified wealth ecosystem. Because exceptional wealth requires exceptional advisors. Every client receives bespoke attention because we understand that your financial needs are as unique as the vision that built your success. From sophisticated investment strategies to multi-generational wealth transfer, we think beyond traditional boundaries. When you're ready to experience wealth management without conflicts of interest, and without compromise - you're ready for Polley Wealth Management. The difference isn't just what we do. It's how we do it. Firm Location ## Professional Details Advisor CRD# 2740157 Fiduciary Yes — acts in your best interest Compensation Assets Under Management (AUM) • Fee-Based • Retainer Fee • Subscription Designations Other Licenses Series 66 Chartered Wealth Manager ## Company Profile Company Size Est. 1996 Resources [Blog →](https://polleywealth.com/blog) ## Practice Focus Specialties - Wealth Management 40% - Digital Currencies 5% - Estate Planning 5% - Family Business Planning 5% - Holistic Financial Planning 5% - Individual Stocks / Bonds 5% - Investment Counseling 5% - Other 30% Preferred Client Type - Business Owners 50% - High Net-Worth Individuals 50% ## Education Years of Experience 30 Education **University of Florida** Previous Work Experience **J.P. Morgan** **SunTrust Private Wealth** ## About Me Hobbies & Interests Baseball Coaching Football Golf Movies Music Reading Tennis Traveling Weight Lifting Community Involvement Other, National Association of Christian Financial Consultants Languages Spoken English ### Contact Information Email Advisor Thanks! Your message has been sent. [(407) 337-1085](tel:4073371085) Address 250 N Orange Ave Suite 1116 ### At a Glance Founded 1996 ### Links [Website](https://polleywealth.com/) SEC Form ADV Not provided Form CRS Not provided [BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/2740157) ### Connect [LinkedIn](https://www.linkedin.com/company/polleywealth/) [Facebook](https://www.facebook.com/PolleyWealth) [X](https://x.com/PolleyWealth) [Instagram](https://www.instagram.com/polleywealth/) [YouTube](https://www.youtube.com/@polleywealth) --- Source: https://financialadvisors.com/advisors/sean-polley/ Site index for AI agents: https://financialadvisors.com/llms.txt Agent directory: https://financialadvisors.com/agents.json