Meet Larry
I am a husband, father, entrepreneur, author, and mental health advocate.
I founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing the families we serve.
The Mitlin team consistently helps those families make healthy financial decisions and offers an exceptional experience that leverages personalized service with today’s top tools and technology. We strive to help you achieve your goals while finding JOY in the journey!
What does “Mitlin” mean?
There’s an interesting story behind the name, and I think it helps to illustrate what Mitlin Financial is all about.
Mitlin Financial is named in memory of my wife’s grandfather, Mitchell, and my mother, Linda. My mom is more than just the “lin” in Mitlin – she is the reason I do what I do. As a teen, I watched my parents struggle with their finances as my mom battled breast cancer for more than a decade, and this became the driving force that led me on my journey to founding Mitlin Financial.
I was also inspired by the story of Mitchell, though I never met him. But I’ve heard countless stories about his giving nature and willingness to lend an open ear.
When I was forming Mitlin Financial, I thought a lot about these two people who, remarkably, passed away within hours of each other.
I feel that they embody so many of the qualities we want to have in our firm, and to this day, we keep their stories in mind and strive to bring the values they exhibited to everybody we work with.
You will feel like family in Mitlin’s offices as I am proud to be serving the second and third generations. I have seen first-hand how strong financial habits, instilled in parents, children, and grandchildren, can impact a family’s wealth and wealth stewardship for generations.
What do I do that brings me JOY?
Today, I lead the planning and asset management services at Mitlin, in addition to focusing on business development.
I am the author of the Amazon best-selling book “Financial Planning Made Personal: How to Create Joy and the Mindset for Success”, which aims to demystify and simplify the financial planning process and inspire people to take charge of their money and their JOY.
I host the Mitlin Money Mindset® podcast, where I interview engaging and entertaining guests who share their insights and stories on cultivating a positive and productive relationship with money.
Additionally, I have been featured on many major news outlets including Yahoo! Finance, Cheddar, and Scripps News and I am a frequent speaker at industry conferences.
I am a huge ice hockey fan and still play, usually in charity games.
I value my family tremendously, and my desire to do right by my wife, Denise, and my sons drives who I am in and out of the office.
What do I do outside of work?
Outside the office, I am passionate about raising awareness for mental health. I spent more than 12 years on the National Board of the American Foundation for Suicide Prevention and sit on its financial and investment committees. With my wife, Denise, we have raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created at AFSP in memory of my brother-in-law
Remember to ask yourself “What did you do today that brought you joy?®”
More About Me
Best piece of financial advice received: Pay yourself first!
Favorite book: “The Richest Man in Babylon”
Something on your bucket list: To skydive, even though I am not fond of heights
Place you’d most like to visit: Northern Lights
Qualifications
- 26 years financial industry experience
- 20 years with Mitlin Financial
- BA in Mathematics from Binghamton University
- CFP®
- Financial Planning Association
- Certified Financial Planner Board of Standards, Inc
- FinServ Foundation
- Investopedia Advisor Council
- Forbes Advisory Board
- Finalist Invest in Others For Community Service Award 2019
- Investopedia Top 100 Financial Advisor 2021-2023
- LUMINARIES Finalists Thought Leadership Individuals Category 2022
- Investopedia Top 10 Financial Advisor 2022
- RIA Intel Awards 2023 Client Advocate of the Year
- Advisor of the Year - Northeast Nominee InvestmentNews 2024