Clear Financial Solutions For Attorneys & Retirees

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

experience a new level of advice

Financial Advisors you can trust

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

resources make a difference

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.

The Envision Advantage Process

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.

investment costs matter

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.

Find out if we can help by calling us at 757-777-3121 or send us a message.

There is no cost to meet with us for our first two meetings.

Schedule Time 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.

Get A No Cost Analysis Of Your Plan
Jonathan Muhlendorf
Jonathan Muhlendorf, CFP®, President
Muhlendorf Family

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.