Mitlin Financial Inc®

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Mitlin Financial Inc®

Mitlin Financial Inc®

@MitlinFinancial

Bringing JOY to Your Money Journey® • Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor

140 Adams Ave B12 Hauppauge NY Katılım Şubat 2013
2.6K Takip Edilen2K Takipçiler
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Mitlin Financial Inc®
Mitlin Financial Inc®@MitlinFinancial·
You’re doing the responsible things with your money. But are you building a life you actually enJOY? At Mitlin Financial, we connect your financial plan to what matters most moments, people, experiences. We start with your JOY and build from there.
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Mitlin Financial Inc®
Mitlin Financial Inc®@MitlinFinancial·
High prices are not always about quality..... Sometimes they are what’s been accepted That's when disruption can be powerful Thank you to Zechariah Thomas, the Founder of @swifthockeyinc, for sharing his journey and for working to make hockey more affordable.
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Financial Advisor Recruiter
In the RIA world, the advisor gives the advice and manages the relationship, but the assets are typically held at a third-party custodian like Charles Schwab or Fidelity. That separation became much more important after Bernie Madoff and the 2008 Financial Crisis. The current structure makes it much harder for an advisor to operate a massive fraud because the advisor generally doesn’t directly custody the assets. That’s part of why wealth management is still so fragmented. Custody consolidated. Advice didn’t. Wealth management is still ultimately a relationship business. Most clients are hiring a person, not a platform.
Mr Family Office@MrFamilyOffice

Who the wealthy trust with their money The Brokerages The Wealth Managers Primary Brokerages: Scwab, Fidelity and Vanguard totally dominate with 75% of the HNW market Wealth Managers: Unlike brokerages, wealth management is wide open No firm breaks 10% Over 70% of clients go with independents, boutiques, or smaller players, and no single “other” even hits 2% source: Long Angle 2026 High Net Worth Asset Allocation Report

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Mitlin Financial Inc®
Mitlin Financial Inc®@MitlinFinancial·
Not every child gets a birthday that feels like a birthday. Mitlin's charitable giving was in the hands of the die... and it led us to Birthday Wishes. They help children experiencing homelessness receive gifts, cake, and a sense of normalcy. More soon on how you can help!
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Experian
Experian@Experian·
Q3. We all know weddings can be costly. What are some smart ways to plan for and pay for a wedding without taking on risky debt? #CreditChat
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Experian
Experian@Experian·
Q10. What’s your best piece of financial advice for newlyweds? #CreditChat
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Mitlin Financial Inc®
Mitlin Financial Inc®@MitlinFinancial·
Looking great, Ryan Thank you for continuing to separate facts from feelings
Ryan Detrick, CMT@RyanDetrick

I was part of the Morning Call Sheet panel today with @jefmacrostrat and @JoseTorresEcon. ☕ ⏰ I discussed: * No one is happy about stocks making new highs * Why this 6-week run likely means continued strength * And why market peaks rarely happen in May or June Thanks @MorganLBrennan and @CNBCMorningCall for having me back! cnbc.com/video/2026/05/…

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Josh Wade
Josh Wade@JoshWadeCo·
And @YellowTuxJesse was EVERYWHERE. Even the nosebleeds. Not just tossing merch into the crowd & getting folkd hyped... He was talking to them, making sure they were not only having a great time but more importantly, that they felt seen. This is how you run a business. This is fans first. This is Banana Ball, Thank you for a great, historic night at Kyle Field!🍌⚾️
Joe Pompliano@JoePompliano

Say what you want about the Savannah Bananas, but the fact that Jesse Cole and his wife sold their house, went $1.8 million in debt, and slept on an air mattress in a garage to build what could be a billion-dollar business — that they still own 100% of — is genuinely amazing.

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Joe Pompliano
Joe Pompliano@JoePompliano·
Say what you want about the Savannah Bananas, but the fact that Jesse Cole and his wife sold their house, went $1.8 million in debt, and slept on an air mattress in a garage to build what could be a billion-dollar business — that they still own 100% of — is genuinely amazing.
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Mitlin Financial Inc® retweetledi
Larry Sprung, CFP®, CEPA®
Larry Sprung, CFP®, CEPA®@Lawrence_Sprung·
🎉 Huge Congrats to @RyanDetrick on becoming a @CNBC Contributor! This role is so well deserved, as Ryan's market commentary continues to help so many separate facts from feelings. Please join the entire @MitlinFinancial Team in sharing in Ryan's JOY!
Ryan Detrick, CMT@RyanDetrick

🚨 Big News 🚨 I've watched @CNBC probably everyday the past 27 years. I am so excited and honored to announce I am officially part of the team as a CNBC Contributor!

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Sam's List
Sam's List@hi_samslist·
Lawrence Sprung, CFP® from Mitlin Financial, Inc® - Their mission is to help you experience joy in your journey while creating a clear path toward your vision of tomorrow 💡 "I do most of my work with his office over the phone and via Zoom. I use him for portfolio management and financial planning. He and is staff are wonderful! Highly recommended!!"
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Sam's List
Sam's List@hi_samslist·
‼️ Needed a little break, decided to read some recent client reviews Here are my 5 favorites from the last 10 minutes:
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