Harlig Financials
Dedicated to Optimizing your Financial Future Based on Your Specific Needs
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.
About Harlig Financials
Harlig Financials focuses on long-term, relationship-driven investment management — helping you make confident, informed decisions that align with your goals.
Personalized Portfolios — Tailored to your risk tolerance, goals, and time horizon.
Fiduciary Advice — No commissions, no sales incentives, no conflicts of interest.
Ongoing Partnership — A lifelong relationship built on education, communication, and trust.
Mendel Harlig
Founder, Investment Adviser Representative
I’ve spent over five years in the financial industry, including two and a half years in Strategic Finance at a publicly traded healthcare company. I hold a Law Degree (J.D.), a Master of Science in Finance (MSF), and a Series 65 license as an Investment Adviser Representative.
My passion for investing began years ago while managing my own portfolio, developing a disciplined, long-term approach grounded in research and fundamentals. I founded Harlig Financials to combine that same focus with my love for helping people—building lifelong relationships and guiding clients toward clarity, confidence, and lasting financial success.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.