experience a new level of advice
Our affiliation with Lincoln Financial Group provides resources and human capital to tackle any financial issue. We love working with a Fortune 200 company who understands our independence is non negotiable.
We will organize and simplify your financial life with straightforward answers and creative solutions. Our technology delivers clear reporting and efficient processing which makes it easier to work with us.
I am Jonathan Muhlendorf, a husband, father, aquarium enthusiast, community leader, aspiring 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.
Give us a call to set up your first appointment and let us know if you prefer a phone call, video conference, or in-person meeting. We want to make it easy for you to get a second opinion at no cost.
Our Office is located in the Town Center of Virginia Beach
We are located in the One Columbus Center Building. There is plenty of parking available on the street or in the guest lot between our building and TowneBank.
Please come to the 8th floor and walk through the glass doors and our team will meet you.