Financial Planning on Long Island, NY and Beyond to Help You Find Your JOY
Celebrating Mitlin’s 20th Anniversary
“When I founded Mitlin 20 years ago, I never imagined the incredible journey it would take us on. We started with a name rooted in family, and here we are, two decades later, having touched the lives of so many families — some now into their third generation. It fills me with immense JOY and gratitude to know we’ve earned your trust. Thank you for being part of this journey, and I look forward to continuing to grow with you and your family”
– Larry Sprung
How Can We Help You?
At Mitlin Financial, our mission is to help you experience JOY in your journey while creating a clear path toward your vision of tomorrow. We strive to help you pursue your goals no matter what wealth-building stage you’re in. And we do it all while reminding you to always ask yourself: “What did you do today that brought you joy?®”
Financial Planning
Made Personal
What did you do today that brought you joy?®
Financial planning should be personal. As our founder Larry Sprung writes in his Amazon bestselling book, when JOY is the primary focus of your financial planning, it becomes easier for you to plan for tomorrow. And that’s what we do at Mitlin Financial—we help the families we serve explore and pursue their JOY.
Services
What We Do
We are passionate about helping you—no matter your background—discover and embrace the JOY in your life. 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.
Financial Planning
At Mitlin, we will work with you to craft a JOY-driven plan that evaluates your current financial situation and guides you toward your vision of an ideal tomorrow.
Retirement Planning
We’re here to help you avoid a personal retirement crisis by turning your financial plan into clear actionable steps using our five-step process.
Estate Planning
Our estate planning team, and the estate planning attorneys we partner with, are here to help you create a comprehensive, tax-efficient plan that ensures your assets are distributed as you intend, leaving little to chance.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We Are Your
Coach
Accountability Partner
Advocate
Coach
Accountability Partner
Advocate
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk. By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Our Passion For Helping Others
Extends Beyond Financial Planning
We’re Mitlin Financial Inc., a Long Island-based financial planning firm founded by award- winning wealth advisor Lawrence Sprung, CFP®. We’re dedicated to bettering the lives of the families we serve through comprehensive planning, and to bettering our community through our ongoing charitable support.
24-Hour Hockey Marathon
Larry and his sons have been fortunate to skate in the Hockey Helps Marathon: 24 Hours of Hockey over Labor Day weekend 2024. Plus, in 2024, they laced up their skates to raise funds for the American Foundation for Suicide Prevention.
Keith Milano Memorial Fund
Established in 2004 by Larry and Denise, The Keith Milano Memorial Fund helps raise awareness about the devastation of mental Illness in honor of Denise’s late brother, Keith.
AFSP
Larry and his family are deeply involved with the AFSP and their efforts to empower those affected by suicide and raise funds for research & education. Larry serves on the AFSP’s National Board as well as the Finance Committee.
Book Fairies
The Mitlin team proudly gathered to donate books to The Book Fairies. With a founder who is an Amazon bestselling author, and a deep connection to supporting families in the publishing industry, this cause is especially close to our hearts!