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Larry Sprung, CFP®

What did you do today that brought you joy?®

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Mitlin Financial, Inc. Larry Sprung, CFP®
Hauppauge, NY

Serving Clients Nationwide

What did you do today that brought you joy?®

20 Certified Advisor Reviews™
Rate this Advisor

(631) 952-4466

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Larry Sprung. 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 did you do today that brought you joy?®

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.

🎙️ Mitlin Money Mindset® is our podcast where we help make complicated money topics a little easier to understand – while also asserting the importance of bringing yourself joy every day. You can hear more of the Mitlin story in Episode 1 of the Mitlin Money Mindset®.

📘 I am the author of Amazon Bestselling book "Financial Planning Made Personal: How to Create Joy And The Mindset for Success " available in ebook, paperback, hardcover and audio formats.

Today, I lead the planning and asset management services at Mitlin, in addition to focusing on business development.

I’ve been featured on many major news outlets, I am a frequent speaker at industry conferences and I regularly film the firm’s “Mitlin Minute” videos that provide important information on relevant financial topics.

I have received several industry recognitions, including being named a 2019 finalist for the Invest in Others For Community Service Award for my work in the mental health space. I was also included on the Long Island Business News “40 Under 40” list, which recognizes distinguished professionals who give back to the community, and received a 2017 Top Financial Executive Award.

I am honored to have been recognized by ThinkAdvisor as a LUMINARIES 2022 Finalist in the Thought Leadership Individuals Category and in 2023 to have been named RIA Intel’s Client Advocate of the Year. I am incredibly proud to have been named to the Investopedia 100 Top Advisors in 2021, 2022, and 2023. In 2024 it is a true honor to be named a Founding Member of the Investopedia Advisor Council with 24 other advisors working to make an impact in the industry.

I earned a bachelor’s degree in mathematics from Binghamton University before entering the financial services industry in 1996. Helping the families we serve pursue (and even set higher reaching) financial goals continuously inspires and energizes me.

Today, I am proud to serve the second and third generation families. I’ve seen firsthand how strong financial habits, instilled in parents, children and grandchildren, can impact a family’s wealth and wealth stewardship for generations.

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

🏒 I am a huge hockey fan! I still play ice hockey, usually in charity games and both my boys play as well. It’s my love of the game and passion to give back each month that compels me in hockey season to run a contest called “What Rink is Larry At?” on my social media channels. You guess the rink and tag your favorite charity and the winner gets a donation made to their charity!

I value my family tremendously, and my desire to do right by my wife and sons drives who I am in and out of the office.

Remember to ask yourself “What did you do today that brought you joy?®”

Investopedia 100 Top Financial Advisors (2021, 2022, 2023); Investopedia Advisor Council (2024): Awarded to Larry Sprung. Advisors who wished to be ranked self-submitted or peer-submitted answers to questions compiled by Investopedia. Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy. An advisor’s ranking on this list does not ensure that a client or prospective client will experience a higher level of performance or results, nor a guarantee of future investment success.

ThinkAdvisor’s 2022 Luminaries Award for Thought Leadership & Education awarded to Lawrence Sprung. Nominations are submitted on an application basis, and nominees are selected by judging panel and editorial team based on the panel’s assessment of the nominee’s impact on their firm, its advisors, and the broader professional community and industry.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

140 Adams Avenue Suite B-12 Hauppauge, NY 11788

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call with our Advisor Match team to share more about yourself, then we'll help you find the financial advisor that best suits your needs and goals.

👨‍👩‍👧‍👦 Get Your Multigenerational Family Wealth Guide

Successfully creating and managing multigenerational wealth is about more than simply acquiring money to pass down to future generations. It's also about passing down your family values so you're loved ones can use the wealth they inherit in a way that helps them find JOY in their journey. Click here to get your guide today.

Offers Investment Management

Yes

About our Firm

Financial Planning & Investment Management are What We Do

Care, Compassion & Honesty Is Who We Are

We Believe in Financial Planning and JOY

Should Go Hand-in-Hand

For our founder and wealth advisor, Larry, it’s always been about developing a deeply rooted partnership that extends beyond building a portfolio. Instead, we touch on every aspect of the financial lives of the families we serve. We take pride in empowering multiple generations—including the children and grandchildren—of those families. We welcome anyone who believes in the power of family-focused, independent financial advice.

At Mitlin Financial, Inc., we’re here to be your lifelong financial partner, CFO, advocate and friend. Working side-by-side to keep you comfortable, well-educated and always in the loop about your unique financial situation, we put JOY at the forefront of financial planning.

We make financial planning personal and help guide you toward a JOY-driven path toward your ideal tomorrow.

✔️ An Educator

Financial literacy doesn’t come naturally to most, and it certainly isn’t taught in school. That’s why we take the time to keep you aware of your options, knowledgeable about your financial plan and informed of national or world events that might impact you.

✔️ Humble

We don’t claim to know everything, and you should be cautious of anyone who does. Instead, we’re here to answer your questions and support you, coordinating closely with other trusted professionals, like CPAs and attorneys.

✔️ Open-Minded

We’re dedicated to moving forward at your pace, ensuring your plans and goals evolve with you every step of the way.
When you connect with us, we don’t make assumptions about who earns more, and we never judge based on your relationship status, appearance or financial situation.

✔️ Fiduciary

When you become one of the families we serve, our interests are immediately aligned with yours.

That means we only offer you the strategies or solutions we think will work in your best interest, move you toward your goals and bring you JOY.

We’re invested in more than just the numbers in your portfolio. We want to help you plan for the tomorrow you’ve always envisioned while reminding you to ask yourself: What did you do today that brought you 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.

—

CWM, LLC, and/or the financial professional received the testimonial(s) appearing below from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use.

 

Education

Binghamton University, BA, Mathematics

Hobbies and Interests

  • Family
  • Hockey

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce
  • Dual Income Family
  • Families
  • Healthcare Professionals
  • Intergenerational Families
  • LGBTQ
  • Living in Retirement
  • Parents
  • Professional Athletes
  • Technology Professionals
  • Widow
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 20, 2024
I have been working with Mitlin Financial since 2021 and they have been absolutely fantastic. I cannot recommend them enough. I work with Jorrell Bland and he is the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Frances Illa
Frances Illa

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 2, 2024
Mitlin Financial has been great in helping us plan our financial goals. Larry and the team are phenomenal to work with. They are always available for a chat and ready to help. We hope to continue doing business with them in the future!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Pierina Hegedus
Pierina Hegedus

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 2, 2024
I wanted to take a moment to express my sincere gratitude for all the hard work and dedication Jorrel Bland and his team has put in to helping plan my retirement and my husband‘s future retirement. Jorrel’s expertise, attention to detail and personalized approach has given us a peace of mind as we look towards the future. Thank you again, Jorrel for your unwavering support and for always being available to answer our questions. We feel fortunate to have you guiding us through this important phase of our lives.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patty Quigley
Patty Quigley

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 11, 2024
I have known Larry Sprung for over 40 years. We went to grammar and high school together. Although we lost touch for a couple of decades, I was drawn to his energetic appearances all over social media. He had developed a skill set, talent and accreditation in a field I was in need of guidance in. Kick starting our relationship on a new level was exciting for two reasons…I had a true understanding of where “he came from” and the type of person he was…and still is. Larry puts his heart into everything he does, both professionally and in his personal life. A true family man, who is eager to help others and their families achieve financial success. It has been a real JOY for me to be reconnected, but not because of the financial planning, but rather Larry and the Mitlin team are the type of folks I like to be around. Hard working honest people who strive to do what they do, the best they can, so those they serve can achieve wonderful things.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave Binder
Dave Binder

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
"Thank you so very much" is an absolute understatement. The gratitude and immense amount of thanks to Larry, Jorelle, Carmen, and the entire Mitlin Financial team is truly unmeasurable. The entire Mitlin teams efforts in helping us navigate through this next chapter of our lives have been nothing short of an undertaking. The confusions and fears of the unknown on our parts have always been handled with a level of understanding, patience, and kindness, which has been incredible. The Mitlin team always find their ways of making it all seem so simple and put our minds at ease with every next call, text, email, and meeting. The personal attention to every last detail (and there have been MANY) from such an Incredible Advisor and listener over the last several years (as well as the many years before now for my Parents as well) is always handled with respects, kindness and professionalism on a level unto its own. The constant help provided to us (even when we didn't know something needed our attention) put things into perspective and has prepared us for great things in the future. Thank you, thank you, THANK YOU!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for M KB
M KB

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 2, 2024
Mitlin Financial is the best place to go for any financial advice. Larry and Jorrell are both fantastic to work with. They helped find life insurance policies for my spouse and I. They were able to help me navigate the amount of coverage needed based on my financial profile and future financial goals. They then shopped around for me and found a better premium than I ever expected! They truly put their client’s needs first. They will give you honest advice and expect nothing in return. They just want you to be set up for everything you and your family needs. I highly recommend using Mitlin and hope to do more business with them in the future!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason G
Jason G

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 5, 2024
We have been working with Mitlin Financial for 8 + years. We can honestly say that Larry and his team take care of our portfolio as if we were family. Larry, Jorrell and Carmen are available whenever we need them and guide us through any questions and concerns we have. We recently retired and because of all the advice and long term planning we have done with this team, we are confident that we can relax and enjoy our retirement as they continue to help us reach our goals. It is a pleasure working with each and every one of the team and we would recommend them to everyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marianne H.
Marianne H.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 8, 2023
Recently moved to NY from the Midwest for a new career opportunity. I partnered with Mitlin Financial a few months ago to manage my portfolio. The team, specifically Jorrell Bland, has been amazing to work with. He has been extremely helpful with organizing my portfolio and setting my family up for success moving forward. Any questions I have had he has been able to answer. I look forward to continuing working with Jorrell.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason A.
Jason A.

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 31, 2023
I wanted to post a sincere client review of Mitlin. I scouted for over a year for a firm to help us with retirement planning and general financial advice. Most of my encounters before Mitlin were pretty dissatisfying. We were just a number, adding to a firm’s overall portfolio. But Mitlin is different. Every senior person at Mitlin has taken time with us. They listen and work on YOUR goals. No question goes unanswered. That’s the best part. No matter how big or small a client you might be. We started out very small and were able to grow with Mitlin. We got the best service from day 1. They really care and take pride in client service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Aaron B.
Aaron B.

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 9, 2022
I have been a client of Mitlin Financial since 2011 and would highly recommend their services. Larry and his team deliver truly professional financial planning services and put their clients ’interests first. I did not really understand the role of a fiduciary until I worked with Larry. He works with integrity and provides sound financial advice and guidance. Mitlin has assisted me with some complex financial issues, and I have been more than happy with the results. So much so that I have entrusted Larry to guide all three of my kids as they enter their careers & life in their 20s. Larry is a pleasure to deal with and I have no hesitation in recommending Mitlin’s services with complete trust.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John C.
John C.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 7, 2022
Lawrence and his team at Mitlin Financial are great to work with. The Mitlin team understands how financial markets work and move, and they provide me with advice in the context of my portfolio and goals. The lines of communication are always open and I feel very informed about my situation and the decisions I need to make. I don’t have enough time to really spend researching the right investments and Mitlin fills that gap for me. I feel very confident in my financial future thanks to Mitlin Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Barry M.
Barry M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 23, 2022
Lawrence is such a wealth of information, compassion and ingenuity. Whatever time is spent with him is one that is precious and reaps rewards months and years later. I am honored to have received Lawrence’s wisdom and insights; his shares have had a direct impact on my revenue, as well as my ability to create ever lasting impact in the fight of preventing anxiety and other mental health challenges in our children. Thank you Lawrence for your wisdom, compassion and devotion to allowing others to transcend. Appreciate you so much.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy G.
Amy G.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 31, 2022
Larry is one of the best professionals out there. You work hard for your money and you would like someone who would take care of your money as if it was theirs- Larry is that guy compassionate, personable, caring and considerate. I highly recommend using Mitlin Financial as your financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Shai M.
Shai M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 6, 2022
I have been dealing with Larry and his company Mitlin Financial for 20+ years and consider him to be honest, trustworthy and reliable. He has advised and assisted me with my financial planning in regard to retirement planning , insurance and estate planning. I find him to be EXTREMELY knowledgeable and always has great insight and understanding in regard to what and why markets change and evaluates what direction appears best for his client’s individual needs. I would highly recommend Larry and his company Mitlin Financial for all retirement planning needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Fern T.
Fern T.

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 5, 2022
Larry and his team are phenomenal. High level communication makes Larry stand out among a crowd. He has always made himself available to us when we had questions and responds promptly with answers. He always follows up when he says he will. It is truly a pleasure working with Larry and looking forward to many many years with him!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michele A.
Michele A.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 9, 2021
I have been working with Larry/Mitlin Financial for several years, and I couldn’t be happier. He and his staff are professional, responsive, and just great to work with. We speak regularly about my my financial goals and the best way to achieve them. When there are fluctuations in the market, Larry is quick to put out a calming email explaining what happened and to offer his time to discuss any concerns. I highly recommend Larry and Mitlin Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Wendy M.
Wendy M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 17, 2021
John and I highly suggest Lawrence Sprung as our investment group. We were introduced by an accountant we were working with over 12 years ago. We're like family. Always there for me especially when I see the market crashing. He always assures us that he is on top of the market along with his whole team. I haven’t heard of any other investment group that sends our emails the day of to make us aware why the market is dropping and assure us they are always working to keep thing’s positive. I’ve referred Larry to family members and friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Janet D.
Janet D.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 22, 2021
Larry is one of the most supportive people I know. Although I’m sure he is busy running a family and a business, he is always available for questions and explanations. Larry and team make me feel like I’m their only client and apply their vast knowledge and experiences in a very personalized way. I recently went through a major financial milestone and Larry was with me every step of the way – ranging from keen financial advice all the way to filling out paperwork to help me with the administration. In those situations, every little bit helps and I would not have made it through with my sanity without Larry and Mitlin Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Justine M.
Justine M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 19, 2021
For well over a decade, I’ve collaborated with Larry Sprung to help his clients whom Larry referred to me, and with clients I’ve referred to him. Larry Sprung is a knowledgeable, skilled, gifted, empathetic, and personable advisor. I’ve witnessed the planning and advice he’s provided to his clients. I’ve always known him to provide accurate and valued advice. Of all of his clients I’ve worked with, I’ve never received anything except glowing feedback. For clients looking for a financial advisor, I would recommend Larry Sprung without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Warren G.
Warren G.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 24, 2008
Larry is a true professional. He is not just about selling you individual products. He has a big picture plan based on your goals and objectives and is very selective in who he works with. I have found him to be a great source of information and someone i can completely rely on. I highly recommend him to anyone who wants to ensure their future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris C.
Chris C.
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