A complete list of active advisors currently associated with Latham Financial LLC
Warmer can help you find a great advisor at Latham Financial LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Latham Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ivyland, PA
| 0
|
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