Mendel Harlig in

Mendel Harlig

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Founder & Investment Adviser Representative at Harlig Financials LLC
📍 Miami, Florida, United States

Mendel Harlig is the Founder and Investment Adviser Representative of Harlig Financials, a Florida-based RIA. He combines his Juris Doctor and Master of Science in Finance, both from the University of Florida, to offer personalized investment management and financial planning focused on long-term, relationship-driven strategies.

Outside of his financial practice, Mendel is passionate about martial arts, travel, and continuous learning. During his time at university, he was a supporter of campus community organizations, demonstrating a commitment to helping others and fostering a sense of community beyond his professional work.

He applies the discipline and creativity from hobbies like martial arts to his approach in both life and investing.

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Experience
5 Years
Current Role
Founder & Investment Adviser Representative
Job Level
Leadership
Location
Miami, Florida, United States
Personality Overview

How Mendel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mendel cares about

Fiduciary Advice
His firm is built on providing advice with no commissions or sales incentives, focusing on lifelong relationships built on honesty, transparency, and trust.
Long-term Investing
Emphasizes a disciplined, long-term approach to investing that is rooted in research, fundamentals, and patience to help clients achieve their financial goals.
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Career

Work history

8-2025
Founder & Investment Adviser Representative
Harlig Financials LLC
2-2023 - 11-2025
Senior Analyst, Strategic Finance
Pediatrix Medical Group
12-2021 - 2-2023
Financial Analyst II
Norwegian Cruise Line Holdings Ltd.
6-2020 - 12-2021
Financial Analyst & Cost Accountant
Nestlé
5-2019 - 8-2019
Division of Enforcement Intern
U.S. Securities and Exchange Commission
In the press

Media appearances

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Education
2019 - 2020
Masters of Science in Finance
University of Florida - Warrington College of Business
2017 - 2020
Juris Doctor
University of Florida - Fredric G. Levin College of Law
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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