Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®
Bringing JOY to Your Money Journey™
Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc® · Hauppauge , New York
Is this you, Larry?
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About
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
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Founders
- Executives
- Multi-generational families
- Early-career professionals
- Pre-retirees
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Investment Management
- Philanthropic Planning
- Retirement Planning
- Tax Strategy
- Life Transition Planning
- Liquidity & Exit Planning
- Insurance Planning
- Individual Tax Services
- Portfolio Management
- Stock Option Planning
- Social Security Planning
- Risk Management
Structured record
| Name | Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc® |
|---|---|
| Firm | Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc® |
| Location | Hauppauge , New York |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | $100M - $500M |
| Founded | 2004 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Blend of both |
| Website | https://www.mitlinfinancial.com/ |
| /lawrencesprung |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer