About Mendel Harlig, J.D., MSF

Founder & Investment Adviser Representative, Harlig Financials, LLC

I founded Harlig Financials out of a genuine love for investing, personal finance, and people. Over the past five-plus years, I’ve managed my own investment portfolio—developing a disciplined, long-term approach rooted in research, fundamentals, and patience. That experience showed me how intentional investing can transform someone’s financial life and overall well-being.

After earning both a Law Degree (J.D.) and a Master of Science in Finance (MSF), I spent more than five years in finance, including two and a half years in Strategic Finance at a large publicly traded healthcare company. In that role, I helped senior executives make data-driven financial decisions to improve performance and support long-term growth.

While I valued my time in corporate finance, my true passion lies in helping individuals make smarter, more intentional financial choices. That passion inspired me to launch Harlig Financials—a firm built to help people optimize their finances, invest with purpose, and improve their overall well-being.

At Harlig Financials, every relationship begins with understanding your values, goals, and vision. My focus isn’t just on managing portfolios—it’s on forming lifelong relationships built on honesty, transparency, and care.

People First. Always.

My approach is simple: act in your best interest, communicate with clarity, and build trust through every interaction. Markets will change—but People First. Always. remains constant.

Credentials & Experience

• Juris Doctor (J.D.)
• Master of Science in Finance (MSF)
• Series 65 – Uniform Investment Adviser Law Examination
• 5+ years of professional finance experience
• Founder & Investment Adviser Representative, Harlig Financials

Personal Note

Outside of work, I’m passionate about martial arts, travel, and continuous learning. Whether exploring a new country or mastering a new skill, I approach everything with the same curiosity, discipline, and creativity that drive me to think outside the box—both in life and in investing.

Let’s Work Together

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