Overview

We Believe Experience and Knowledge Should Go Hand-in-Hand For our founder & wealth advisor, Larry, it’s always been about developing a deeply rooted partnership that extends beyond building a portfolio or selling strategies. Instead, we touch on every single aspect of a client’s financial life. Today, we’re proud to continue empowering the same families who joined us when we started, the children of our cherished clients and anyone who believe in the power of family focused, independent financial advice. At Mitlin, we’re here to be your lifelong financial partner, CFO, advocate & friend. Working side-by-side to keep you comfortable, well-educated & always in the loop about your unique financial situation. An Educator Financial literacy doesn’t come naturally to most, and it certainly isn’t taught in school. That’s why we take the time to keep you aware of your options, knowledgeable about your financial plan and alerted to impactful national or world events. Humble We don’t pretend to know everything Open-Minded When you come through our doors, we never assume which spouse earns more, and we don’t make judgments based on your relationship status, appearance or financial situation. Fiduciary When you become a client of ours, our interests are immediately aligned with yours. That means we only offer you the strategies, solutions or products we think will work in your best interest. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Recommendations received on this profile may or may not be from a verified client, & as such may or may not reflect real-life experiences of people who used our services Individual results vary, & CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience Third-party posts found on this profile do not reflect the views of CWM, LLC & have not been reviewed CWM, LLC as to accuracy