Thoughtful Decisions for Your Financial Future
Independent investment management, financial planning, and insurance solutions informed by research, guided by discipline, and centered on what matters most to you.
A Thoughtful and Independent Approach
Personalized to You
Investment and planning decisions begin with your goals, time horizon, risk tolerance, liquidity needs, and broader financial circumstances.
Personally Managed
Client portfolios are personally constructed and reviewed by Mendel Harlig rather than outsourced to a generic portfolio model. Existing holdings are reevaluated over time, and new investment ideas may be considered when they offer a potentially more appropriate balance of risk and expected return.
Independent by Design
Harlig Financials is not built around a proprietary product lineup or a single provider. Investment strategies and insurance options can be considered from a broader range of available choices, with the focus remaining on what fits your goals and circumstances.
Independent Custody
Client assets are held with Charles Schwab, an established independent third-party custodian. Clients receive account statements and have direct access to their accounts through Schwab.
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.
Financial Planning
Guidance across important financial decisions, including savings, cash flow, retirement planning, investment strategy, and the organization of your broader financial picture.
Insurance
Life insurance, disability income insurance, long-term care insurance, and annuities can be addressed on a standalone basis or as part of a broader financial strategy. Options may be evaluated across multiple carriers based on your specific needs and circumstances. Learn more about insurance.
Why I Built Harlig Financials
Mendel Harlig
Founder, Investment Adviser Representative
About Mendel Harlig
I founded Harlig Financials out of a genuine interest in investing, financial decision making, and working directly with people.
I hold a Juris Doctor, a Master of Science in Finance, and a bachelor’s degree in economics. Before founding Harlig Financials, I spent more than five years in finance, including strategic finance and capital planning at large publicly traded companies where I supported leadership on complex financial and business decisions.
Through Harlig Financials, I have managed portfolios for clients across a range of ages, goals, time horizons, risk preferences, and levels of wealth. This experience has reinforced the importance of understanding each client’s circumstances rather than applying the same strategy to everyone.
I enjoy helping clients make thoughtful financial decisions and become better positioned to pursue their goals.
Whether you are seeking investment management, financial planning, insurance assistance, or greater clarity around an important financial decision, schedule a conversation to see whether Harlig Financials is a good fit.