Carson Group announced that Mitlin Financial, a financial planning and asset management firm led by advisor Lawrence “Larry” Sprung, is joining the firm.
“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 Sprung.
Based in Hauppauge, N.Y., Sprung leads a team of four and manages $58 million in client assets. He provides retirement planning, investment strategies, and financial planning to individuals and families.
Carson Group manages $13 billion in AUM for more than 34,000 families and supports 304 advisors.