At Envision Wealth Planning, we believe that financial planning is more than numbers—it's 
about aligning your resources with your values, life transitions, and legacy goals. We serve 
individuals navigating retirement or significant life changes, families seeking to grow and 
preserve wealth across generations, and mission-driven nonprofits looking to steward their 
resources.
Our approach is holistic and personal. Whether you're preparing for the future, adapting to 
the unexpected, or thinking about how to make a difference, we help you build financial 
clarity and confidence so you can live meaningfully—today and for years to come.
We serve our local community in Chestertown, Maryland, and work virtually with clients 
across the region. Every relationship begins with listening, and every plan is designed with 
care, intention, and your vision in mind.

Securities offered through Cetera Financial Specialists LLC, member  FINRA/SIPC.  Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.

Envision Wealth Planning

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