Envision Wealth Planners
Envision Wealth Planners is a fee-only financial advisory firm serving high-income families, business owners, and commercial real estate executives. Founded by Sean Gerlin, CFP®, CPWA®, ChFC®, CLU®, the firm's Financial Life Planning approach integrates advanced tax strategies, private investment opportunities, cash flow optimization, risk management, and estate planning into one cohesive plan built around each client's values and life goals.
Whether clients are focused on reducing their tax burden, accelerating portfolio growth through private markets, or building a generational legacy, EWP brings the depth and discipline to help them navigate complex financial decisions with clarity and confidence. In 2025, Sean was honored with the Wealthtender Voice of the Client Award and the Best of BusinessRate 2025 award, both reflecting the firm's commitment to long-term, trust-driven relationships. Based in Maitland, FL, serving clients across Central Florida and nationwide.
Sean was honored with the 2025 Wealthtender Voice of the Client Award and Best of BusinessRate 2025 award. He resides in Central Florida with his wife, Nicole, and two children, Avery and Will. He enjoys spending time with his family, cooking, golf, and watching Gator sports.
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