Why Envision Wealth Management?
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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
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.
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.
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 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.
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.
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 Study #1
Rebecca just turned 60 and is concerned about her retirement and the future of the firm she built.
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.