Clear Financial Advice For Attorneys And Families

Financial Planning For Attorneys

We have studied and understand how attorneys think about money and have perfected a financial planning process that tackles issues specific to you.

Retirement Income Planning

Your retirement income plan needs to be unique – just like you.  Our process includes joy expense planning in addition to covering your core standard of living.

401(K) Plans And Corporate Benefits

We focus on 4 main areas of concern and provide a detailed analysis of expenses and investment returns to ensure your plan is as efficient as possible.

Let us help you identify issues, simplify your decisions, and implement changes so you can reach your financial goals.

If you are looking for somebody to sell you something and make you feel uncomfortable, then you have come to the wrong place.

Clear Financial Advice You Can Trust

We bring clear solutions to our clients with a comprehensive approach designed to help you make better decisions.

National Resources To Tackle Any Issue

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 Make it Easier For You

We will organize and simplify your financial life with straightforward answers and creative solutions.  Our technology delivers clear reporting and digitally stores your important documents.

Lower Investment Fees

Do you know what you are paying in investment fees?  Let us help you figure this out and potentially lower your costs, saving you thousands.

Work with a CERTIFIED FINANCIAL PLANNER™ professional who believes in unbiased advice with no corporate agenda.

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