Mitlin Financial Founder Lawrence Sprung Named ThinkAdvisor Luminaries Finalist

Lawrence Sprung, founder of Mitlin Financial, was named a finalist for the ThinkAdvisor Luminaries Awards in the Thought Leadership and Education category, the firm said in a GlobeNewswire announcement on October 15, 2026. Winners will be announced at a gala and awards ceremony in New York City on December 3.

Sprung's JOY-First Platform Draws Luminaries Nod

Sprung was recognized for developing his "JOY-first" approach to financial planning, which the firm said is transforming how advisors engage with clients. Over the past year, he expanded the philosophy into a thought leadership platform reaching national media, advisor trade publications and industry events including the Fearless Investing Summit, Jolt! and Advise AI.

Sprung also shares insights through educational videos on his YouTube channel, The JOYful Money Journey, and on the Mitlin Money Mindset podcast. His content covers retirement planning, Social Security, tax strategies, entrepreneurship, the use of artificial intelligence in financial planning and the emotional aspects of money.

"I've known Larry long enough to know that JOY isn't something he puts on a slide; it's how he thinks about the work," said Burt White, chief executive officer of Carson Group. "He has built an approach that moves the conversation beyond investments and toward what people want their money to make possible."

Sprung said: "Mitlin Financial's mission is to help the families we serve experience JOY in their financial journeys while creating a clear path toward their vision of tomorrow no matter what wealth-building stage they're in. I am incredibly JOYful that the industry continues to celebrate this leadership style and I'm thrilled for the nomination."

The recognition follows Sprung being named a finalist for two Wealth Management Awards, including the Investor-Focused Podcast category.

Mitlin Financial's Carson Partners Ties

Mitlin Financial is a Long Island-based, fee-only wealth management firm offering integrated financial, retirement, investment, tax, estate and business-exit planning to high net worth individuals, families and business owners, according to akta.pro company records. The firm was founded in 2004 and is headquartered in Hauppauge, New York, with a headcount range of 1-10 and a revenue estimate of $5 million-$10 million.

Mitlin Financial is part of Carson Partners, a nationwide partnership of advisors under CWM, LLC, an SEC Registered Investment Advisor, the same records show. Charles Schwab & Co., Inc. and Fidelity Investments provide custodial services for client investment accounts, with client login access to both offered through the Mitlin Financial client portal.

December 3 Gala In New York City

Winners of the ThinkAdvisor Luminaries Awards will be announced at a gala and awards ceremony in New York City on December 3. The program is in its sixth year and recognizes firms and individuals driving innovation in financial services.