Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®
1 review · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet)
Bringing JOY to Your Money Journey™
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Life Transition Planning
- Philanthropic Planning
- Portfolio Management
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee — $2,500–$50,000 one-time
- AUM-Based Fee — 1%–2% of AUM
Reviews
Wendy S. Marcus
2025-05-13T15:45:13.291+00:00
My financial advisor is @Lawrence_Sprung with @MitlinFinancial. He is based out of Long Island, NY. I do most of my work with his office over the phone and via Zoom. I use him for portfolio management and financial planning. He and is staff are wonderful! Highly recommended!!