Fee-Only Financial Advisor in Winter Park

Planning For High-Income Families And Commercial Real Estate Executives In Winter Park And North Orlando

Winter Park is ten minutes from our door. Envision Wealth Planners is a fee-only fiduciary in Maitland, and Sean Gerlin, CFP® CPWA® ChFC® CLU®, helps Winter Park families and business owners align their wealth with what matters most, from advanced tax planning to private investments. We're paid by our clients and nobody else, never by commission.

Winter Park is practically next door. The office is ten minutes up 17-92, a good number of my clients live here, and I've spent more than a few Saturday mornings on Park Avenue with my family. So when a Winter Park family calls, we're usually not talking about logistics. We're talking about the real stuff: how to make sure a very good income turns into a very good life, now and for the next generation.

The families we work with here tend to have a lot going on. Practice income or a business, a house that's worth far more than they paid for it, kids in private school, maybe assets that came down from a parent, and a nagging sense that nobody is looking at the whole picture. That's what we do. I founded Envision in 2018 to be that person: a fee-only planner who puts the pieces together and answers only to you.

How We Work

How We Help Families and Business Owners in Winter Park

Getting the whole picture in one place

You probably have a CPA, maybe an estate attorney, and an investment account somebody set up years ago. What you might not have is one person making sure they all agree. We act as your personal CFO, coordinating with the professionals you already trust so the plan holds together.

Taxes are the biggest lever, so we pull it early

As income grows, so does tax drag. We look at how your income is structured, where your investments sit, and when big events land, then work with your CPA on strategies well before April. For business owners and partners, the retirement plan choice alone can shelter far more than most people realize.

Investing beyond the index fund

Winter Park families are often ready for more than a standard 60/40 portfolio. Where it fits, we bring in private real estate, private credit, and other investments that don't move in lockstep with the stock market. Where it doesn't fit, we say so. Fee-only means we have no reason to push anything.

Family first, generations out

Many of our clients have built more than their parents did and feel a real responsibility to steward it well. We talk about tuition, about raising kids with values and without entitlement, about giving to the institutions you already care about in a tax-smart way, and about what your family receives someday and whether they're ready for it.

Meeting Us

How Meetings Work

Winter Park to our office is about ten minutes up 17-92 or Maitland Avenue. We're at 910 McGregor Way, just off Maitland Boulevard. Most Winter Park clients come in for the first meeting and then move to video for reviews, though some prefer to sit down every time and we're close enough that it's easy. Everything starts with a 20-minute introductory call. It's a conversation, and you don't need to bring anything. From there, it's our five-step Financial Life Planning process: we get to know your life, gather the documents, build the plan, review it together while you push back, then meet through the year as things change.

Want the detail?

Envision Wealth Planners

910 McGregor Way
Maitland, FL 32751

407.720.6535
connect@envisionplanners.com

Sean Gerlin, CFP® CPWA® ChFC® CLU®
Founder and Registered Investment Advisor

Frequently asked questions

How far is your office from Winter Park?

About ten minutes. We're at 910 McGregor Way, Maitland, FL 32751, just north of Winter Park off Maitland Boulevard, easy from 17-92 or I-4. Many of our clients live in Winter Park and Maitland, and plenty come from across the metro.

I inherited a trust and an IRA. Is that something you handle?

Yes, and it's one of the more common reasons Winter Park families call. First we figure out which rules apply to each piece, because an inherited IRA has distribution deadlines that a trust doesn't, and the tax treatment differs. We coordinate with your estate attorney and CPA rather than replacing them.

I've used the same CPA and attorney for twenty years. Do I have to switch?

No, and we'd rather you didn't. A long relationship carries real knowledge about your family. Our job is the coordinating role: making sure the tax plan, the estate documents, and the investments agree with each other instead of arriving as three sets of advice that contradict.

Do you have a minimum?

Our minimum annual fee is $10,000, charged based on assets under management. If your assets don't reach the minimum on their own, we can work out other ways to meet it. It's the first thing we cover on the introductory call, before anyone shares a statement.

What does fee-only mean, and why should I care?

Every dollar of our compensation comes from clients. We earn no commissions on investments, insurance, or anything else we recommend, so no recommendation is worth more to us than another. That matters most when we're reviewing an insurance policy or annuity you already own. We have nothing to gain from replacing it.

Envision Wealth Planners is a fee-only Registered Investment Advisor. This page is informational and is not an offer of personalized investment advice. See our SEC adviser record for disclosures. Reviewed September 2026.

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Talk With a Fee-Only Advisor Serving Winter Park

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.

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