Envision Wealth Planners

Envision Wealth Planners is an independent, fee-only financial advisory firm serving high-income families, successful business owners, and commercial real estate executives in central Florida, including Winter Park, Maitland, and the greater Orlando area. Our Financial Life Planning approach goes beyond numbers—it starts with your values, goals, and what you want life to look like. Founded by Sean Gerlin, CFP® CPWA® ChFC® CLU® in 2018, EWP was built to shift financial advice away from product sales and toward true partnership. As an independent Registered Investment Advisor, we don’t sell products or take commissions. Our only incentive is your success. We bring clarity to complex financial lives, integrating investment strategy, tax efficiency, risk management, and estate planning, all tailored to your needs. Whether you're building wealth, planning for retirement, or preparing for a liquidity event, we’re here to help you align wealth with purpose. Family First. Honesty and Transparency. Pursuit of Mastery. Wealth as Freedom. These are the values that guide us.