Mitlin Financial, Inc. is thrilled to announce we have joined Carson Partners

We are still the Mitlin Financial you know and trust – now backed with the powerful resources that come with being a Carson Group partner.

Our new partnership allows us to enhance what we can do behind the scenes to better serve you, our valued clients.

Our team looks forward to continuing to help you pursue your financial goals as part of the Carson family.

“Carson Partners was extremely attractive to us because the firm not only provides us with powerful resources to enhance the client experience but also the opportunity to maintain our brand, identity, and independence,” said Lawrence Sprung, Wealth Advisor, CFP®.

“Throughout his career, Lawrence has proven his dedication to providing his clients with transparent and superior service,” said Aaron Schaben, President of Carson Group.

“We anticipate a productive partnership in the years ahead and are ready to help Mitlin Financial further accelerate its growth.”

Sprung continued, “I am confident that this partnership will allow us to leverage Carson Group’s platform to work more collaboratively, develop deeper client relationships and have the flexibility to acquire new relationships. We will certainly enhance productivity for the entire team by utilizing everything that this partnership has to offer.”

Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies. Carson currently serves more than 34,000 families through its 133 partner locations across the country.

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

Download Now

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us