Attorneys Choose Us to Help Them Increase Cash Flow, Reduce Taxes, and Invest Smarter.

Perhaps You Should Too

Why Envision Wealth Management?

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CFP® professional

There are over 300,000 “financial advisors” available to you, but less than 25% can call themselves a CFP® professional.  We are held to strict ethical standards and are trained in 72 areas of financial expertise.

Source: Cerulli & CFP Board

Independence

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.

Client Experience

Our firm utilizes industry-leading technology partners to deliver a world-class experience.   Our comprehensive financial planning process is designed to simplify your life so you can make sense of an increasingly complex world.

Taxes And Fees

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.

Our Services

Financial Planning For Attorneys

We have studied and understand how attorneys think 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.

Tax Reduction Strategies

Life is too short to overpay on taxes.  We focus on multi-year strategies that may lower the taxes you will pay over your lifetime.

Inheritance Planning

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.

Small Business Retirement Plans

Our goal is to always exceed your expectations as we serve the retirement needs of you and your employees. Our plans not only save you time and money, but they help you and your team make informed financial decisions.

Investment Management

Managing our client’s investments is one of our most important jobs and one that we take very seriously. Over the years we have found that four common pillars of investment excellence provide a clear advantage to our clients:

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

Case Studies

Female Lawyer

Case Study #1

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

Learn How We Helped Her Make Work Optional
young lawyer

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

Recent Articles From Our Blog

What Does An Inverted Yield Curve Suggest About Growth?

On August 14, 2019, the Dow Jones Industrial Average plunged 800 points, losing 3% of its value in its biggest drop of the year. The Nasdaq Composite also lost 3%, while the S&P 500 lost 2.9%.1  The slide started with bad economic news from Germany and China, which triggered a flight to the relative safety of U.S. Treasury securities. ...

7 Ways To Spend Your Summer Bonus

Summer is a great season.  We spend more time outside, take a vacation, or just cut out from work a little early, perhaps to enjoy a local concert or meet friends on the beach.   Summer is also when many bonuses are distributed.  If you got one, congratulations! Do yourself a favor and first consider taking up to 25% of your<div ...

5 Cash Flow Issues Attorneys Face And How To Fix Them

At some point, almost all lawyers struggle to find the cash necessary to pay both business and personal expenses on time.  The variability of your income is typically to blame.  Managing your expenses properly can ease the stress.  Here are 5 tips from Envision Wealth Management to help attorneys manage both personal and business cash ...

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