Omaha, Nebraska – October 7, 2020 – Mitlin Financial, Inc. a comprehensive financial planning and asset management firm with $58 million in client assets under management is the latest enterprise to join the Carson Partners network. Located in Hauppauge, New York, Mitlin Financial will benefit from access to Carson’s multitude of resources, which include a robust infrastructure and technology system, a thorough research team and multiple investment strategies.
Mitlin Financial’s Founder and Wealth Advisor Lawrence Sprung, CFP®, has nearly 25 years of experience in financial services. As a fiduciary advisor, he and his team of four are dedicated to facilitating the customization of clients’ portfolios as they work toward reaching their financial objectives. Mitlin Financial serves multiple generations of clients with comprehensive planning and guidance in areas such as retirement planning, investing strategies and financial planning.
“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 (Larry) Sprung.
“Throughout his career, Larry 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 currently manages more than $13 billion in assets and serves more than 34,000 families through its advisory network consisting of 304 advisors across 36 states, including 25 Carson Wealth offices.
To learn more about Carson Partners, visit https://www.carsongroup.com/our-partners/.