Harlig Financials
A Thoughtful, Independent Approach to Your Financial Decisions
Personalized investment management and financial guidance — grounded in trust, relationships, and transparency.
Led by Mendel Harlig, J.D., MSF — Founder of Harlig Financials, LLC.
People First Always.
Why I built Harlig Financials?
A few minutes on how I think about money, risk, and building something that lasts.
About Harlig Financials
Independent investment guidance grounded in long-term thinking and clarity.
Personalized Portfolios — Personalized guidance designed around your goals, risk tolerance, and time horizon.
Fiduciary Advice — No commissions or sales incentives for investment advisory services.
Ongoing Partnership — An ongoing partnership grounded in communication and trust.
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.