Independent Financial Planning and Investment Advice
A Thoughtful, Independent Approach to Your Financial Decisions
A Thoughtful, Independent Approach to Financial Decisions
Independent — not tied to specific products or institutions
Focused on clear, informed financial decision-making
Built around your goals, priorities, and overall financial picture
Thoughtful and deliberate, not reactive
Services
Investment Management
Portfolio construction, allocation, and ongoing management designed to align with your goals, risk profile, and overall financial plan.
Client assets are held with Charles Schwab, an independent third-party custodian.
Harlig Financials does not take custody of client assets.
Financial Planning
Guidance across your broader financial decisions, including cash flow, savings, retirement, and structuring your overall financial picture.
Insurance Planning
Life, disability, and long-term care coverage are evaluated as part of your overall financial plan, with solutions identified across multiple carriers and not tied to any single provider.” Learn more about insurance.
Why I Built Harlig Financials
Mendel Harlig
Founder, Investment Adviser Representative
I hold a Juris Doctor, a Master of Science in Finance, and a bachelor’s degree in economics. Before founding Harlig Financials, I spent over five years in finance, including strategic roles at large, publicly traded companies supporting leadership on complex financial decisions. Over time, I became deeply engaged in studying investing, markets, risk, and long term planning. I am especially drawn to the process of weighing uncertainty, assessing probabilities, and thinking through decisions when outcomes are not guaranteed. That interest led me to build Harlig Financials as a firm centered on clarity, independence, and long term perspective..
People First Always.
Ready to take the next step? Let’s chat to see if we’re a good fit and create a plan built around your goals.