Latham Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Latham Financial LLC provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, churches, and businesses. The firm serves a small number of client relationships and manages roughly $1.2 million in discretionary assets.
Its investment approach is grounded in long-term, research-based asset allocation, diversification, and tax-aware strategies, with tactical adjustments and tax-loss harvesting used when appropriate. Latham Financial uses third‑party planning software (RightCapital) to support financial planning work and offers consulting on technology-related investments, including Bitcoin‑related securities for clients who seek that exposure.
What distinguishes the firm from many peers is its explicit inclusion of corporate and other business clients alongside individual and institutional households, and its documented recommendation of Bitcoin‑related securities with detailed disclosures about the unique volatility, regulatory, and custody risks. The firm operates on a fee-only basis, typically custodians client assets at Charles Schwab (from which it receives institutional services), and discloses procedures intended to manage the resulting conflict of interest.
Client services
Expertise
Fee options
1.00% annually
$300 per hour for financial advisory and investment consulting services
Fee-only: Fee-only basis; no commissions or 12b-1 fees
Main office
Ivyland PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)