Member Since: Dec 19th 2018
Lawrence Sprung CFP® is the President and Founder of Mitlin Financial, Inc. He entered the financial industry in 1996 and continues to be inspired and energized by the challenge of helping his clients achieve and even surpass their financial goals.
Mitlin Financial, Inc. is an SEC Registered Investment Advisor (RIA) that prides itself on facilitating their client's financial future. Being a fiduciary is a perfect fit for Larry’s personality and business perspective as he puts clients first and consistently helps them make decisions that are right for them.
Larry is known as a devoted educator. He is a frequent speaker at industry conferences and regularly films the firm’s “Mitlin Minute,” which is designed to provided information regarding relevant financial topics.
Today, Larry is proud to be serving the second and third generations of his clients. He has seen first-hand how strong financial habits instilled in parents, children and grandchildren, can impact a family’s wealth and wealth stewardship for generations.
As an active volunteer, Larry serves on the National Board of the American Foundation for Suicide Prevention (AFSP). With his wife, Denise, he has raised more than $1,000,000 for the organization through the Keith Milano Memorial Fund. The fund was created at AFSP in memory of Larry and Denise’s brother-in-law and brother, respectively.
Larry has been recognized as one of Long Island Business News' "40 Under 40," and his commentary is regularly featured in publications such as Long Island Business News, U.S. News & World Reports, Newsday, Investopedia, Yahoo Finance, and Nasdaq’s website.
If you have the pleasure of meeting Mr. Sprung, you will find that he is more often found conversing about AFSP, his sons’ or a hockey game. Doing business and creating relationships is at the heart of who Larry is and it is all done with style and grace.
President and Founder Mitlin Financial, Inc.
Aug 4th 2020
Attracting the right clients for a wealth management and/or tax practice is more of an art form than a science, but there are some key...Growth
Jul 14th 2020
The importance of the plan is to provide you and your client with a roadmap on how they are progressing, reaching and realizing their goals...Clients
Jun 17th 2020
The past few months living in the COVID-19 pandemic and watching the market's reaction to it remind me of the Mike Tyson quote, “Everyone...Clients
Jun 5th 2020
COVID-19 has caused many of us to have an unpleasant conversation regarding a client’s passing. In some cases, the death was directly due...Clients
May 28th 2020
Wealth management services can be an excellent addition to a tax practice. Throughout this series, we have discussed several ways you could...Growth
May 12th 2020
Interest rates are currently at all-time lows, and many clients are wondering if this presents an opportunity to refinance their mortgage...Clients
Apr 28th 2020
After you decide to add wealth management services to your practice, you need to choose the best way to do it. In our last article,...Growth
Apr 7th 2020
The Coronavirus pandemic has placed a spotlight on the importance of having an emergency fund. Accountants and financial advisors must work...Clients
Mar 16th 2020
Now that you have decided to add wealth management services to your practice, it is now time to decide how to do it. Tax practices are on...Growth
Jan 10th 2020
Wealth management services can add a new dimension to your practice. These services will also enable you to enhance the client experience...Practice Excellence