Sean Lovison (CFP®, CPA, MSBA)

Sean Lovison focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Insurance Related Issues

Planning Specialties

My specialties are rooted in firsthand experience. With over 20 years in corporate finance, I have cultivated expertise in equity compensation packages, both in receiving and designing them. This deep well of experience empowers me to navigate negotiations adeptly and optimize the tax implications they entail. My passion for real estate investment, nurtured over more than 25 years, has granted me rich insight into the avenues of wealth generation and tax dynamics associated with both short and long-term investment properties. Inspired to leverage this wealth of life experience, I founded my own business, relishing the opportunity to work with individuals eager to harness the unique tools that business ownership unveils for wealth building. I've observed a synergy among individuals who benefit from equity compensation and real estate investments; a shared aspiration to steer their own course and assume the role of a business leader. I am here to facilitate that journey, offering guidance drawn from a wellspring of experience to help potential business owners flourish.

Additional Information

When I’m not working with clients, I enjoy spending time with my two daughters, shuttling them to sports practices, and being active outdoors. If it’s outdoors, I enjoy it but my favorites activities are hiking, cycling (road and mountain), swimming, and running. You can find more information about me on Linkedin at or some of my writing at I also occasionally write articles and review tax planning related items on so you may be able to find me there.

NAPFA Start Date

September 20, 2023


This Office

300 Mill St Suite 235 Moorestown, NJ 08057 Phone: (972) 292-8213