Our Clients

Mitlin Financial limits its clientele to a select group of long-term relationships for whom we can make a real difference. We offer a 45-minute get-acquainted meeting in order to determine if we are a mutual good fit.

Our private clients, including business owners, authors and others, are typically those with significant accumulated assets who are seeking trustworthy advice and are comfortable delegating day-to-day investment management.

Mitlin Financial also works closely with a trusted partner firm to serve corporate retirement plan clients.

Please don’t hesitate to contact us for more information.