Levine Financial Group + Tomoro. We are celebrating a new chapter. This unites two teams with a long history, shared values, and a clear commitment to helping clients plan with confidence. LFG clients keep the same familiar relationships and day-to-day service, now supported by the broader combined team. Learn more

Michael Karlin

Sr. Financial Advisor

A former trader on the currency exchange, Mike Karlin is now turning his financial know-how and aversion to risk into success. His goal is to empower people with the ability to understand the types of financial products and services in the marketplace today.

Mike’s principled approach and well-earned reputation for integrity and trust-building are appreciated by clients and colleagues alike. He explains, “During my career, I worked and traded and created something that worked for me and my family. Now, I work on behalf of individuals and business clients, helping them plan for a safe and secure future, for themselves and their families.”

As a long-time resident of Manalapan, New Jersey, Mike is devoted to serving his community in many ways and works with several local organizations to help give back.

Insights

View all

August 2026: Tomoro Market & Portfolio Update

This Month’s Key Takeaways U.S. markets were mixed in July, as continued strength in corporate earnings and optimism around AI were offset by risin...

Learn More

ESOPs Explained: A Practical Option for Business Owners Planning an Exit

If you are thinking about selling your business, you are likely balancing a few competing goals. You want fair value. You want to reduce taxes wher...

Learn More

Business Owner Priorities Today: Control, Resilience, and Optionality

Many business owners today are not asking about exit timing. They are asking about control. They want confidence that the business can absorb press...

Learn More

The Case for Including Bitcoin in a Diversified Portfolio

Executive Summary As fiduciaries, one of our roles is to help clients achieve their long-term financial goals by prudent, research-driven portfolio...

Learn More

The Big Beautiful Bill Act Is Now Law

What It Means for Individuals, Business Owners, and Long-Term Strategy On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law—...

Learn More

Why Wealthy Families are Turning to Independent Wealth Managers 

Traditionally, the term “wealth management” conjures images of vast, venerable institutions. Gray suits. Jet black buildings. Nineteenth century fo...

Learn More

The Family Business Succession Playbook

Legend has it that Andrew Carnegie, an all-time titan of industry, once commented on the challenge of preserving family wealth beyond three generat...

Learn More

Legacy: What Does It Really Mean

Legacy: What Does It Really Mean?  Words carry power. But sometimes, through overuse, we drain them of meaning. The word legacy has suffered t...

Learn More

Why is it Important for Business Owners to do Assessments

Why is it Important for Business Owners to do Assessments?  It’s tempting to picture a business as a static entity—either “successful” or a “s...

Learn More

Tariffs + Transitions: A Tomoro Perspective on Policy Shifts, Market Psycholo...

Understanding Market Anxiety and Looking Past the Headlines Tariffs make headlines. Markets react. Emotions spike.But smart owners and wealth build...

Learn More