Envision Wealth Planners

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Envision Wealth Planners Founded in 2018 by Sean Gerlin, CFP® CPWA® ChFC® CLU®, EWP was created to shift the focus from sales-driven strategies to true, client-centered planning.

We help high-income families, business owners, and commercial real estate executives in greater Orlando align their wealth with purpose through fee-only, fiduciary financial life planning so they can enjoy life now while building a secure future. At Envision Wealth Planners, we help high-income families, successful business owners, and commercial real estate executives build and preserve wealth in a way that supports the life they truly want to live—now and in the future. As an Independent Registered Investment Advisor and a fee-only firm, we’re not affiliated with any investment providers, don't earn commissions, and never accept referral fees. We act as fiduciaries 100% of the time—because it's the right thing to do. Our approach is rooted in Financial Life Planning. We start with your values and vision, then bring in advanced tax strategies, private investment insights, and holistic advice that evolves as life changes. Whether you're planning for retirement, preparing for a liquidity event, or simply want to make sure your wealth aligns with your goals, we’re here to guide you every step of the way. OUR VALUES IN ACTION

FAMILY FIRST: Wealth should support a fulfilling life today and for generations to come. We help clients design intentional plans that balance current priorities with long-term and legacy goals. HONESTY AND TRANSPARENCY: No sales agendas, no hidden incentives. Just direct, collaborative advice you can trust. PURSUIT OF MASTERY: We’re committed to staying sharp and forward-thinking, bringing advanced credentials and continual learning to every client relationship. WEALTH IS FREEDOM: Real wealth is about options: more time, more flexibility, and the freedom to enjoy life on your terms. That’s what we help you build. Based in Maitland, FL, serving clients across Central Florida, including Orlando, Winter Park, and nearby communities. Let’s have the conversation that helps everything else fall into place.

What if your business could give your kids a financial head start before they even graduate high school? 💡Business owner...
11/02/2026

What if your business could give your kids a financial head start before they even graduate high school? 💡

Business ownership opens doors to opportunities most people never hear about: ways to legally shift income, teach financial responsibility, and build long-term wealth for the next generation.

When you pay your kids for legitimate work in your business:
✅ You teach them the value of earning money
✅ You can create tax advantages for your business
✅ You open the door to early investment strategies like a Roth IRA

This isn’t about handing them extra spending cash—it’s about helping them develop financial habits that last a lifetime.

The point? Your business can be more than a source of your own income. It can be a legacy-building tool that strengthens your family’s financial future.

Are you using your business to help your kids succeed? I’d love to hear what works for you!

Time to "fall back"! ⏰ As Daylight Saving Time ends, enjoy that extra hour to rest, reflect, or tackle a project.
10/31/2026

Time to "fall back"! ⏰ As Daylight Saving Time ends, enjoy that extra hour to rest, reflect, or tackle a project.

Ghosts, goblins, and ghouls, oh my! 🎃 Halloween is here. Enjoy the fun, stay safe, and maybe sneak an extra piece of can...
10/31/2026

Ghosts, goblins, and ghouls, oh my! 🎃 Halloween is here. Enjoy the fun, stay safe, and maybe sneak an extra piece of candy.

10/29/2026

Your financial advisor should do more than manage investments. Learn the 6 key traits that separate the right advisor from the rest and help you build a long-term partnership. 📊

Capital gains aren’t the problem. Surprise is.You can’t avoid taxes entirely. But you can avoid being shocked by them. 💼...
10/27/2026

Capital gains aren’t the problem. Surprise is.

You can’t avoid taxes entirely. But you can avoid being shocked by them. 💼📊

Selling a business. Cashing in on stock. Riding out a strong income year. These are signs of progress.

But they’re also tax events.

And when they show up unexpectedly - or without preparation - they shift the story from celebration to stress.

Too often, people treat taxes as something to “deal with later.” But later often means fewer options and more frustration.

Tax planning is most effective when it’s proactive, not reactive. That means starting early, staying flexible, and aligning strategy with your likely trajectory.

Not all gains are guaranteed. But the potential for a gain should still shape the way you plan today.

That’s how you protect what you’ve worked hard to build, without sitting on the sidelines or holding back growth.

What’s one thing you wish you’d done earlier when it comes to tax planning?

Supporting your aging parents shouldn’t cost you your financial independence.But without a plan, it often does. 🧓💼📉Many ...
10/26/2026

Supporting your aging parents shouldn’t cost you your financial independence.

But without a plan, it often does. 🧓💼📉

Many adults in their 40s and 50s are blindsided by the sudden need to help, emotionally, physically, and financially. It’s a meaningful role, but it can also quietly derail your retirement goals.

We’ve seen people:
• Stop contributing to their 401(k)
• Dip into savings without a strategy
• Take on caregiving roles with no backup plan
• Avoid tough conversations until things got critical

The stress isn’t just about money; it’s about not knowing what comes next.

With a thoughtful, proactive approach, you can honor your parents and protect your future.

Because it’s not selfish to plan ahead - it’s smart. 🧠

How are you preparing for this season of life?

Most high-income earners max out their 401(k) every year. But until recently, their investment options inside that plan ...
10/22/2026

Most high-income earners max out their 401(k) every year. But until recently, their investment options inside that plan were... limited.

Not anymore.

An executive order in 2025 made it easier for private investments to be included in 401(k)s. That means:

💡 New access to private equity, credit, and infrastructure
💡 More ways to diversify and hedge against market volatility
💡 A retirement plan that looks less cookie-cutter and more customized

This doesn’t mean private investments are the right move for everyone. They come with complexity, longer holding periods, and liquidity limits.

But for the right investor? They can be a powerful way to build a retirement strategy that goes beyond the basics.

📣 Your plan provider won’t always start this conversation. But you can.
What questions do you have about this new opportunity? Let’s unpack it together.

10/21/2026

Fitness trackers were just the beginning. Now, wearables are supporting safety, health, and human capability. 💡 Learn what investors should know as this tech evolves.

Address

910 McGregor Way
Maitland, FL
32751

Telephone

+14077206535

Website

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