Jonathan S. Muhlendorf, CFP<sup>&reg;</sup> - Financial Advisor

Jonathan S. Muhlendorf, CFP®

Envision Wealth Management

1 Columbus Ctr, Ste 800
Virginia Beach, VA 23462
FINANCIAL ADVISOR'S WEBSITE
CONNECT WITH Jonathan
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

General

Jonathan Muhlendorf is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Envision Wealth Management in Virginia Beach, VA and the surrounding communities.

Financial Advisor Overview

We created our firm to take the complicated aspects of financial planning off our client’s plates. It’s our goal to help you feel confident and excited about your financial future, knowing that you have a solid plan. Our personal touch, comprehensive financial planning process, effective use of technology, and lower cost investment strategies work together to deliver a superior wealth management experience and lasting client relationships.

More

Financial Advisor Experience

My passion for helping people with their money began in 1998 at an internship in the Planned Giving Department of The University of Virginia. Charitable planning inspired me to become a financial advisor so I could continue to help people put their money to good use for themselves, their families, and their community. After college, I became one of the youngest CFP® professionals in the country and worked for ultra-wealthy families in the Washington, D.C. area. My clients included an NFL team owner, a former IRS commissioner, a Supreme Court Justice, a Governor, and a member of the Federal Reserve Board. This experience exposed me to tax strategies and tax return preparation along with sophisticated wealth management. In 2005 I moved back to southern Virginia and opened up my financial planning practice. My goal has always been to make a difference in my client’s lives as well as my community. I believe that financial planning does not have to be complicated, thus Envision Wealth Management was born and continues to find ways to improve our client’s lives while simplifying the financial planning process.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Virginia
  • Health/disability insurance: Virginia
  • Fixed annuities: Virginia
  • Variable annuities: Virginia

Broker-Dealer Affiliation

Lincoln Financial Advisors

Broker-Dealer Disclaimer

Envision Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-5632131-041823
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources