Fee-Only Financial Advisor in Longwood

Planning For High-Income Families And Commercial Real Estate Executives In Longwood, Wekiva Springs, And The Markham Woods Corridor

Longwood is 15 minutes from our Maitland office, and the wealth here is quieter than the zip code suggests. Sean Gerlin, CFP® CPWA® ChFC® CLU®, of Envision Wealth Planners is a fee-only fiduciary who helps Longwood families, business owners, and professionals in Alaqua, Wekiva Springs, and along Markham Woods Road align their wealth with what matters most.

Longwood money is usually quiet money. Built over twenty or thirty years, often through a business or a practice, and spread across more moving parts than anyone has looked at in one sitting. You'll find it on the acreage along Markham Woods Road, in the golf-course homes of Alaqua and Alaqua Lakes, and in the established neighborhoods of Wekiva Springs and Sweetwater.

That's the work we like. I founded Envision in 2018 after leaving a commission-based brokerage, because I wanted to be paid by clients and no one else. From our Maitland office, 15 minutes down I-4 or 17-92, we serve Longwood households and the commercial real estate executives working the metro. What you get is a small firm that knows your name, coordinates your other advisors, and tells you the truth about your plan.

How We Work

How We Help Families and Business Owners in Longwood

Three custodians, two advisors, one plan

By the time a Longwood family calls us, they usually have a CPA, an estate attorney, an insurance agent, and accounts at two or three custodians, each opened for a reason nobody quite remembers. What they don't have is one person making sure all of it agrees. That's us. We coordinate with the professionals you already trust, and we're usually the ones who notice when two of them are quietly contradicting each other.

Taxes, planned in October instead of explained in April

Longwood households that have been building for decades usually have a tax picture nobody has looked at as a whole: business income, rental property, a brokerage account with old gains, and a charitable habit paid in cash. We look at where each investment lives, what to give as appreciated stock instead of cash, and when to realize gains, then sit down with your CPA before year end. It's a lot cheaper than the April version of the same conversation.

A practice is a business, even if it doesn't feel like one

Physicians, dentists, attorneys, and consultants around Longwood are often paid as partners or through their own entity, and that opens retirement plan options a W-2 employee never sees. A cash balance plan on top of a 401(k) can shelter a great deal of income for an established practice. We work through which structure your entity actually allows, then coordinate it with your CPA before year end.

What happens to the land, and to the kids

An acre or three on Markham Woods Road is a wonderful place to raise a family and an awkward thing to split among heirs. We help Longwood families think through what passes to whom, whether the house should be sold or kept, and how to raise kids around wealth without raising them to expect it. Then we check that the beneficiary forms agree with the estate documents, because they often don't, and the form wins.

Meeting Us

How Meetings Work

Longwood to our Maitland office is about 15 minutes down I-4 or 17-92, close enough that many Longwood clients come in for every meeting. Others do the first one in person and then move to video, and some handle the whole relationship remotely. All of that works. We're at 910 McGregor Way, just off Maitland Boulevard, with parking at the door. It all starts with a 20-minute introductory call, It's a conversation. No statements, no homework. 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 Longwood?

About 15 minutes. We're at 910 McGregor Way, Maitland, FL 32751, just off Maitland Boulevard, easy from I-4 or 17-92. Longwood is close enough that in-person reviews are simple, and video works just as well when the week gets busy.

I own a practice and most of my money is tied up in it. Where do we start?

With the practice, not the brokerage account. We look at how you're paid, which retirement plan structure your entity actually allows, whether a current valuation exists, and what a transition would produce after tax. Then the rest of the plan gets built around that asset. All of it is coordinated with your CPA.

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

No. Bring them. A CPA who has done your return for fifteen years knows things about your family that no intake form captures. Our job is to make sure their work, the estate documents, and the investments all point the same direction, and to be the one who notices when they don't.

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

We only get paid by the people we plan for. No commissions, no insurance sales, no referral fees. The easiest test: if you follow our advice and buy nothing at all, we make exactly the same. That matters most when we're reviewing a policy or annuity you already own.

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. We'd rather you hear the number from us on the first call than find it in a footnote.

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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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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