5.0
Average rating
1
Client Reviews
0.8% to 1.65%
Percentage of Assets (AUM)
What Our Clients Say
5.0
1 Client Reviews
Wendy S. Marcus
Registered Nurse turned award-winning romance author turned Legal Nurse Consultant/voracious romance reader. May or may not be writing under a pen name.
5.0
"My financial advisor is @Lawrence_Sprung with @MitlinFinancial. He is based out of Long Island, NY. I do most of my work with his office over the phone and via Zoom. I use him for portfolio management and financial planning. He and is staff are wonderful! Highly recommended!!"
Disclosure:This post was publicly shared on social media. It is not a verified client review, nor is it an endorsement by Sam’s List. We did not edit or alter the original content. This section is for informational purposes only.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Mitlin Financial’s ideal client is a values-driven individual or family who seeks more than traditional financial advice; they want a trusted partner in designing a life aligned with their unique vision of 𝗝𝗢𝗬.
These clients are often professionals or business owners with growing or established portfolios who prioritize purpose and family legacy.
They seek financial guidance across investment management, retirement and estate planning, education funding, tax strategies, and business succession.
Emotionally engaged and open to reflection, they value Mitlin’s approach of starting financial conversations with the question:
“What did you do today that brought you JOY?”®
This disarming inquiry helps uncover what truly matters and informs every element of the planning process.
Mitlin’s ideal client embraces long-term relationships and consistent, transparent communication. They resonate with the firm’s philosophy that financial planning should be both pragmatic and inspiring. These individuals are motivated by clarity, simplicity, and trust, welcoming expert support and a structured roadmap to navigate their financial lives. They appreciate a clear, no-surprises fee structure and benefit from access to a wide array of resources from estate and tax professionals to educational content like newsletters and podcasts.
Ultimately, Mitlin’s ideal client understands that smart financial decisions serve as a foundation for a more JOYful, fulfilling life.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
These clients are often professionals or business owners with growing or established portfolios who prioritize purpose and family legacy.
They seek financial guidance across investment management, retirement and estate planning, education funding, tax strategies, and business succession.
Emotionally engaged and open to reflection, they value Mitlin’s approach of starting financial conversations with the question:
“What did you do today that brought you JOY?”®
This disarming inquiry helps uncover what truly matters and informs every element of the planning process.
Mitlin’s ideal client embraces long-term relationships and consistent, transparent communication. They resonate with the firm’s philosophy that financial planning should be both pragmatic and inspiring. These individuals are motivated by clarity, simplicity, and trust, welcoming expert support and a structured roadmap to navigate their financial lives. They appreciate a clear, no-surprises fee structure and benefit from access to a wide array of resources from estate and tax professionals to educational content like newsletters and podcasts.
Ultimately, Mitlin’s ideal client understands that smart financial decisions serve as a foundation for a more JOYful, fulfilling life.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Clients who wouldNOTbe a good fit
Those seeking quick, transactional advice without a long-term relationship or personal engagement are not a good fit for Mitlin.
Clients uninterested in aligning their financial decisions with deeper life goals and those primarily chasing market performance over purpose may find the firm’s JOY-driven approach mismatched.
Clients uninterested in aligning their financial decisions with deeper life goals and those primarily chasing market performance over purpose may find the firm’s JOY-driven approach mismatched.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.8% to 1.65%
Flat Fee/Retainer
$2,500 to $50,000
Meeting Options
In person meetings
Video meetings
Phone
About Larry Sprung, CFP® ▪️ Mitlin Financial, Inc®
I am a husband, father, entrepreneur, author, and mental health advocate.
I founded Mitlin Financial, Inc® in 2004, naming the firm in memory of my wife’s grandfather, Mitchell, and my mother, Linda, to highlight our focus on prioritizing the families we serve.
At Mitlin our mission is to help you experience JOY in your journey while creating a clear path toward your vision of tomorrow.
That means helping you define what JOY looks like for you, putting a plan in place to help you enJOY the journey, then helping you maintain the JOY you’ve achieved.
Curious what it’s like to have your financial journey 𝗝𝗢𝗬-focused?
Read what those we serve have to say about their experience → https://mitlin.us/saying
I founded Mitlin Financial, Inc® in 2004, naming the firm in memory of my wife’s grandfather, Mitchell, and my mother, Linda, to highlight our focus on prioritizing the families we serve.
At Mitlin our mission is to help you experience JOY in your journey while creating a clear path toward your vision of tomorrow.
That means helping you define what JOY looks like for you, putting a plan in place to help you enJOY the journey, then helping you maintain the JOY you’ve achieved.
Curious what it’s like to have your financial journey 𝗝𝗢𝗬-focused?
Read what those we serve have to say about their experience → https://mitlin.us/saying
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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