Our financial plans reduce stress and give you peace of mind so you can enjoy retirement!


Get a Complimentary Retirement Check-Up

Financial Planning & Investment Management in Virginia Beach, VA

We help attorneys and professionals, typically over the age of 50, plan, invest, and enjoy retirement.  Reduce stress, avoid information overload and simplify your decisions.

Financial Planning

Get comprehensive advice on your investments, taxes, estate planning, insurance, 401(k) and more…

Investment Management

Our portfolios are designed to help you attain long-term growth, sustain income, and provide flexibility in tax planning. We are constantly evaluating investment options and reviewing portfolios for opportunities in the market.

Small Business Retirement Plans

401(k) plans, while very technical, do not have to be overly complicated.  Our job is to simplify management, reduce administrative burdens, and help all employees plan for their retirement.

Your Retirement Planning Guide

Jonathan Muhlendorf Financial Planner Virginia Beach

“It’s just plain wrong that people can’t properly prepare for retirement due to information overload. That’s why we created the Envision Planning Process, to organize and simplify your financial life so you can make better financial decisions for your family.  Let our team be your guide.”

Jonathan Muhlendorf, CFP®

Here Is How We Do It


Schedule a 15 minute conversation to talk about your financial concerns.


Go through our Envision Planning Process  to determine where you are today and what you hope to accomplish for your family now and in the future.


We will implement the necessary changes and monitor your plan so you can worry less and enjoy life more.

Case Studies

Attorney wanting to increase cash flow and reduce taxes

Case Study #1

Rebecca just turned 60 and is concerned about her retirement and the future of the firm she built.

Learn How Rebecca Retired On Time
attorney wanting to invest smarter

Case Study #2

Brad has to balance work and a growing family.  He also has to find a way to pay off his student loans and save for retirement.

Find Out How We Helped Brad

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.

Jonathan Muhlendorf Schedule
Virginia Beach Financial Advisor Jonathan Muhlendorf
Jonathan Muhlendorf, CFP®, President
Muhlendorf East Beach Beach Norfolk Virginia
My family loves living in East Beach, Norfolk Virginia