Creating Clarity Out Of Complexity
Simplifying The Financial Future Of Commercial Real Estate Executives and High-income Families
WHAT WE OFFER
Feel Empowered and Confident With Custom Education-focused Financial Solutions
As a commercial real estate professional, your financial life is complex: fluctuating income, tax planning, and investment decisions that don’t always fit a standard playbook. We help you simplify the moving parts, coordinate with your other advisors, and create a plan that aligns your success with what matters most.
Your life and circumstances are ever evolving and your financial plan should reflect that. We have the personal understanding and experience to help you establish a plan that saves you time and optimizes your entire financial picture.
Grant2025-09-17Trustindex verifies that the original source of the review is Google. I have been working with Sean for several years, and I could not be more impressed with the service and the expertise that he provides. He has been incredibly influential in helping us plan and navigate both our short-term and long-term goals. Everything Sean does is personalized and tailored to our specific needs and goals. He is always open, honest, and available. You can tell from the moment you meet him that he has your best interests in mind. I highly recommend Sean to anyone looking for a dedicated, knowledgeable, and trustworthy wealth planner. Lauren Webber2025-09-16Trustindex verifies that the original source of the review is Google. We have been working with Envision for several years. Sean is a highly knowledgeable and trustworthy financial advisor. He takes the time to get to know his clients and genuinely cares about the well-being of my family, both financially and personally. He takes the time to listen, asks the right questions, and offers thoughtful, tailored guidance. Matt Spitnale2025-09-15Trustindex verifies that the original source of the review is Google. Sean is always available and quick to respond to all my questions and concerns Will Dudley2025-09-08Trustindex verifies that the original source of the review is Google. I highly recommend Sean Gerlin as a financial advisor. Sean takes a holistic approach, creating customized strategies tailored to the unique goals of high-income and high-net-worth individuals and families. His expertise and dedication to his clients' financial well-being make him a trusted partner in achieving long-term financial security. WaLuiiiGi2025-09-06Trustindex verifies that the original source of the review is Google. I located Sean through a website from a book I read that recommended trusted and honest financial advisors. Sean is a CFP which means he will act in the best interest of his clients. I have been with Sean for approximately 5 years and he has helped my financial progress grow tenfold. Sean is very considerate and very responsive with questions you have. I am currently 33 years old and with the help of Sean my families retirement is projected to be significantly higher than my peers around me. Sean helps with anything financial and gives unbiased advice to do what is best for you. William Huszagh2025-08-29Trustindex verifies that the original source of the review is Google. I've been working with Sean for over 7 years now for financial guidance and have been very pleased with his ability to set up a tailored financial plan for my wife and I. He's very easy to work with and has delivered great results for us. I would highly recommend Sean to anyone looking for a highly trustworthy financial planner! Al Oswald2025-08-27Trustindex verifies that the original source of the review is Google. As my time approached to retire, I knew there were going to be many decisions and options in providing for my financial future and setting a plan route to follow and maintain a great retirement. So, asking Sean Gerlin to be my Financial Planner was the best decision I made so he could review and provide me with a proposal plan to follow in enjoying a successful retirement. Sean is always available for consultation or any matters that may present themselves, updating me on newer options available to continue my retirement. Thanks to Sean I feel more confident about my future. Brett Everett2025-08-26Trustindex verifies that the original source of the review is Google. I have found Sean Gerlin not only to be incredibly knowledgeable regarding financial planning and competitive investment, but also to be adept in explaining the fine print on such matters. He has always been easy to reach and responds promptly to questions and concerns. 10/10. Sandy Oswald2025-08-25Trustindex verifies that the original source of the review is Google. When considering retirement there were many decisions to be made. The best decision was having Sean Gerlin as my Financial Planner. He reviewed and advised me to the best investments, not only for the time, but for the years ahead. He is always available to discuss any questions I may have, and to just talk to see how I am doing, as well as my family. He always tells me if I need more money, just let him know! Sean’s financial advice and personal attention have made retirement easier, knowing I am financially secure. Sandy Oswald Nancy B2025-08-24Trustindex verifies that the original source of the review is Google. Since my retirement I needed a trusted person to handle my 401K . Sean was highly recommended, and I have been so pleased working with him. He knew exactly where to invest my money for the highest return. He responds and completes my email requests within 24 hours. As recommended to me I would highly agree and recommend him for future investors.
OUR APPROACH
Welcome to Envision Wealth Planners
High-touch
Working with us as a boutique firm will provide you with the responsive, customer-centric service that you and your family deserve.
Extensive
Your finances tie into many other aspects of your life. We'll collaborate with your other professional advisors to develop and maintain a comprehensive and cohesive wealth plan.
Personal
Your monetary goals are uniquely yours. We treat you like family and will always operate in your best interest, evolving as needed to align with any personal or professional changes.
WHO WE SERVE
Helping Successful Individuals and Families Manage Their Wealth For The Long Term.
As a commercial real estate executive, Brian was struggling to grow his career, manage his finances, and make time for hobbies. We helped him get organized and solidify his financial plan.
Danny and Jen are young parents who understand the importance of a financial plan but don't have the time to manage it themselves on top of the demands of their careers and family.
ABOUT US
Envision Wealth
Planners
You’re an accomplished professional, but you don't have the time, energy, or knowledge to effectively manage your wealth.
As a fee-only financial advisor, Envision serves as an unbiased educational partner to help you develop and secure a strong financial foundation. Our team will ensure you’re making decisions that align with your goals, create new opportunities, and protect your loved ones.
PROUD MEMBERS OF
SCHEDULE A CONSULTATION
See If Our Experience And Approach Are The Right Match For Your Values and Goals
Before we dive into the details of your finances and investments, we want to learn more about your situation. A 20-minute introductory call allows us to get to know each other and answer your preliminary questions.
Latest NEWS
From the Blog
Q&A: Smart Ways Business Owners Can Save for Their Children
Q. I’ve heard there are ways I can use my business to start saving...
READ THE FULL ARTICLEHow to Choose the Right Financial Advisor for Your Future
Not all financial advisors are created equal, and choosing the wrong one can cost...
READ THE FULL ARTICLEHow Alternative Investments Can Strengthen Your Portfolio in Your 30s and 40s
Q: What role should alternative investments play in the portfolio of a married couple...
READ THE FULL ARTICLE