Jorrell Bland Promoted to Wealth Advisor at Mitlin Financial: Building a Clear Path to JOY

Some promotions mark a moment. Others mark a journey. Mitlin Financial is overJOYed to announce the promotion of Jorrell Bland to Wealth Advisor, a role earned through discipline, resilience, and trust built with the families we serve. This promotion reflects more than professional advancem …

Planning With JOY: Nancy Nawn Brings Decades of Experience to Mitlin

We are overJOYed to welcome Senior Wealth Advisor, Nancy Nawn, CFP(®), CIMA®, RSSA®, MBA to the Mitlin Family! Nancy’s addition elevates the team and raises the standard for how we serve. She joins us with over two decades of experience and a focus on helping families live with more intenti …

Mitlin Financial’s Larry Sprung Selected as a Kiplinger Adviser Intel Contributor

We are proud to announce that Lawrence “Larry” Sprung, CFP®, CEPA® founder and wealth advisor at Mitlin Financial, has been invited to join the Kiplinger Adviser Intel program, a curated network of financial professionals offering trusted, expert insights on retirement planning, estate plan …

Mitlin Financial’s Larry Sprung Earns Certified Exit Planning Advisor® (CEPA) Designation

Helping Business Owners Build Value and Live Their Ideal Vision of Tomorrow Mitlin Financial is proud to announce that our founder and wealth advisor, Lawrence “Larry” Sprung has earned the Certified Exit Planning Advisor® (CEPA) designation. This significant credential deepens Larry’s abil …

Mitlin Financial’s Larry Sprung Named 2025 Luminaries Awards Judge

In our view, Larry Sprung, CFP®, Founder of Mitlin Financial Inc.®, being selected as a judge for the prestigious 2025 ThinkAdvisor Luminaries Awards reflects his ongoing influence and leadership within the financial services industry. This appointment stands as a powerful affirmation of cr …

Celebrating Growth and Leadership: Denise Milano Sprung Named Chief Marketing Officer

At Mitlin Financial, growth isn’t just measured in numbers, it’s measured in the families we serve, the impact we make, and the JOY we help uncover along the way. Over the past few years, Mitlin has achieved record growth, a milestone fueled by our JOY-centered messaging and the way we conn …

Introducing “The JOYful Money Journey™”

A New YouTube Channel host by Larry Sprung, CFP® At Mitlin, everything we do is rooted in helping you make informed financial decisions so you can experience more JOY both today and in the future. That commitment now extends to a new platform. We are proud to announce the launch of “The JOY …

Recognized for What Matters Most: Larry Sprung Earns Voice of the Client™ Honor

What if your financial advisor cared as deeply about your personal happiness as they do your finances? What if conversation  with you financial advisor started with a simple question:

Celebrating Larry Sprung: A True Ally

At Mitlin Financial, we find immense JOY in celebrating the achievements of those who make a difference.

Lawrence Sprung selected as a Founding Member of the Investopedia Advisor Council

While serving our clients is undoubtedly one of our greatest JOYs, once in a while something happens that simply makes our JOY overflow We are overJOYed to share that our Founder and Wealth Advisor, Lawrence Sprung, CFP® has been selected as a Founding Member of the Investopedia Advisor Cou …

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us