Why Envision Wealth Management?
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There are over 300,000 “financial advisors” available to you, but less than 25% can call themselves a CFP® professional. Our Virginia Beach financial advisors are held to strict ethical standards and are trained in 72 areas of financial expertise.
Source: Cerulli & CFP Board
With no sales quotas to meet or corporate interests to serve, we are able to offer our clients objective financial advice and investment recommendations. Our affiliation with Lincoln Financial Network means we can tackle almost any financial issue.
Our comprehensive financial planning process is designed to simplify your life so you can make sense of an increasingly complex world. Our firm utilizes industry-leading technology and personalized attention to deliver a world-class experience.
Life is too short to pay too much in taxes and investment fees. Our investment management process is designed to maximize returns by finding creative ways to lower your tax bill and will help you save on hidden investment fees that you may not be aware of.
Your retirement income plan should be unique – just like you. Our process includes joy expense planning in addition to covering your core standard of living that helps you spend wisely without any guilty feelings.
Our years of experience and patience will help you make better decisions when you inherit assets. Let us help you avoid costly mistakes and make it less stressful during difficult times.
Your company retirement plan is important to you and your employees. We help you make sure that your plan’s investments and fees are competitive while providing additional services beyond the typical advisor.
If you are looking for somebody to sell you something and make you feel uncomfortable, then you have come to the wrong place.
Case Study #1
Rebecca just turned 60 and is concerned about her retirement and the future of the firm she built.
Work With a CERTIFIED FINANCIAL PLANNER™ Professional Who Believes in Unbiased Advice
I am Jonathan Muhlendorf, a husband, father, aquarium enthusiast, community leader, sailor, and Certified Financial Planner™ practitioner since 2003.
Those who know me well think my greatest gift is my ability to get right to the point and provide straightforward answers.
The most important decision I have made over my 20 year career is to give unbiased advice with no corporate agenda, sales goals, or conflicts of interest.
Click the schedule now button below to access my calendar for a 15 minute phone call. We want to make it easy for you to get a second opinion at no cost.