Client-driven recognition reflects Mitlin’s JOY-based approach to helping families align their financial lives with what matters most.
Mitlin Financial, Inc., a Long Island-based financial planning firm serving families nationwide, has been recognized with the 2026 Wealthtender Voice of the Client Highly Rated Firm Award™. Founder and Wealth Advisor Larry Sprung, CFP®, CEPA®, and Jorrell Bland, CFP®, were also individually named recipients of the 2026 Wealthtender Voice of the Client Highly Rated Advisor Award™.
The Voice of the Client Awards™ recognize financial advisors and wealth management firms that consistently receive highly rated client reviews.
“By acknowledging the importance of online reviews in the decision-making process of consumers preparing to hire trust-based professionals, Wealthtender’s Voice of the Client Awards are redefining what it means to be a top financial advisor in today’s relationship-driven advice industry,” said Brian Thorp the Founder and CEO of Wealthtender.
What the Wealthtender Recognition Means
For Mitlin, the recognition reflects something the team has long believed: financial planning is about more than numbers. It is about understanding the people behind them.
“At Mitlin, we lead with JOY because before we can talk about what your money should do, we need to understand what you want your life to look like,” said Larry Sprung, CFP®, CEPA®, Founder and Wealth Advisor at Mitlin Financial. “We spend a lot of time asking questions, and getting to know the families we serve. To have the voices of our clients reflected in this recognition means a great deal because those relationships are at the center of everything we do.”
Putting JOY at the Center of Financial Planning
Mitlin Financial’s approach begins by helping families identify what matters most to them and then connecting their financial decisions to those priorities.
That may mean preparing for retirement, building or transitioning a business, educating children, caring for aging parents, creating a legacy, traveling more or simply having greater confidence about what comes next.
The goal is not to postpone life until some future financial milestone is reached. Mitlin works with families to build a thoughtful path toward their ideal tomorrow while continuing to enJOY what matters today.
“Every family comes to us with a different story,” said Jorrell Bland, CFP®. “As advisors our job is to listen first. Once we understand their goals, their concerns and what brings them JOY, we can build a plan around the life they actually want to live. The numbers are important, but the numbers need to serve a purpose.”
Recognition Rooted in the Client Experience
Wealthtender’s Voice of the Client Awards differ from many financial industry recognitions because qualification is centered on eligible client reviews rather than measures such as assets under management or firm revenue.
To qualify for a 2026 Highly Rated Award, advisors and firms must meet Wealthtender’s eligibility requirements, including an average rating of at least 4.75 out of 5 among qualifying reviews and applicable minimum review requirements.
The recognition of Mitlin Financial alongside both Sprung and Bland reinforces the firm’s emphasis on creating a consistent, relationship-driven client experience across the team.
“This isn’t about one person,” Sprung said. “It reflects the way our entire team shows up for the families we serve. We want people to feel heard, educated and supported when they make important financial decisions. By helping gain clarity about their money and create more room for JOY in their lives, we’re doing meaningful work.”
Sprung was also a recipient of Wealthtender’s 2025 Voice of the Client™ Highly Rated Advisor Award.
Wealthtender awarded Mitlin Financial with its 2026 Voice of the Client Highly Rated Firm Award on 04/10/26. Rating criteria based on eligible client reviews published on Wealthtender between 7/1/25 and 03/31/26. Although Mitlin Financial compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. For a complete explanation of award eligibility, criteria and FAQs, please wt.reviews/awards

