Financial Planning on Long Island, NY and Beyond to Help YouFind Your JOY

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Financial Planning
Made Personal

What did you do today that brought you joy?®
Services

What We Do

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

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

We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.

Accountability Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.

Advocate

We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.

Wondering What 'Mitlin' Means?

You’re in good company—it’s our most asked question.

Discover the meaning and the story behind our name, rooted in a culture that puts your family at the heart of everything we do.

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)?

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Our Passion For Helping Others

Extends Beyond Financial Planning

We’re Mitlin Financial Inc. A Long Island-based financial planning firm founded by Lawrence Sprung, wealth advisor, CFP® and dedicated to bettering the lives of our clients through comprehensive planning and our community through ongoing charitable support.

Israeli National Hockey Team

Larry has joined as a guest player for charity fundraisers in the United States hosted by the Israeli National Hockey Team to raise awareness and funds for hockey amongst Israeli and Jewish communities.

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.

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