Broker Check
703-263-5614
ernest@envisionretirement.net
Book an Appointment




Ernest R. Massenberg, III, CFP®
Wealth Manager
Certified Financial PlannerTM

Over the past 20 years, I have assisted individuals to Accumulate, Enjoy and Transfer wealth using a holistic financial planning approach and I am excited to partner with You!


By working together, we will determine your financial goals and agree on a strategy to allow your goals to come into fruition and navigate retirement successfully. Life may take many changes and it is important to review often to stay on track
I am passionate about helping people reach their financial endeavors, and have access to valued resources and respected professionals who specialize in focused areas of financial planning.


Finally, I believe that relationships will sustain if they are nourished and built on trust and integrity. Many of my clients tell me that I am responsive, knowledgeable and accessible, with the ability to make complex concepts understandable. I look forward to providing you that same experience as we partner together to reach your goals and navigate retirement!

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.