Meet the Founder

I’m Mendel — and I started Harlig Financials because I believe financial guidance should be clear, personal, and built on trust.

From the moment I discovered economics in college, I was hooked. It wasn’t just about numbers — it was a lens for understanding how people think, how systems function, and how the right decisions can shape a better future. That passion led me to earn a Bachelor’s in Economics from Yeshiva University, followed by both a Master of Science in Finance and a Juris Doctor from the University of Florida.

I also hold a Series 65 license, and I’m currently in the final stages of registering as an investment adviser in the State of Florida. In the meantime, I provide non-investment financial consulting services focused on clarity, structure, and strategic thinking.

People First. Always.

At Harlig Financials, clients aren’t treated like accounts or transactions. I believe in forming authentic, long-term relationships built on honesty, mutual respect, and shared goals.

I’m passionate about helping individuals feel empowered, organized, and confident in their financial lives — whether they’re navigating a major decision or just trying to get a handle on where their money is going.

Let’s Work Together

Starting Harlig Financials was about more than pursuing a career I love — it was about seeing the positive impact I can make by helping others take control of their finances with confidence and calm.

Whether you’re looking for clarity, accountability, or a strategic financial plan, I’d love to help. My goal isn’t just to provide advice — it’s to be a trusted partner on your journey.

[Schedule a Free Intro Call →]