Investing that fits your life
Personalized financial guidance and investment management to help you achieve your financial goals.
It’s never too early to start putting your hard-earned money to work for you.
Latham Financial provides financial guidance and investment management to
individuals families, trusts, businesses, and other organizations.
We can be a trusted partner to help manage your money, so that you can focus on the things that matter most.
We provide services tailored to your specific needs, to include:
- Opening investment accounts
- Crafting an investment plan
- Managing your portfolio
- Virtual or in-person financial consulting
- And more
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Overview
Every client receives personalized strategies and investment management tailored to your individual needs and goals. We have highly attentive service, and a manager ready to assist you in achieving your unique vision for your financial future.
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There is no required amount to begin investing for your future.
Our Principles
Personalized Service
Your situation and goals are unique. Investing should fit your life and help you achieve your goals. Every client meets directly with Latham Financial’s founder to discuss your goals and determine the path to achieve them. Our clients receive the time, attention, and guidance needed to make sure you feel secure and confident that your financial plan is truly meeting your needs.
Accessibility
At Latham Financial we believe investing is for everyone. Starting small should not be a barrier to entry. With no account size minimum, we are committed to helping clients from diverse financial backgrounds. New to investing? We love to enroll new investors and help you get started on a path that will change your life.
Keeping Costs Low
High costs should not eat away your investment returns. We help you choose low-cost investment vehicles so you keep your profits. We operate on a fee-only basis and do not receive commissions for the sale of any financial product, so all advice is exclusively in the interest of our clients.
Integrity and Security
Operating with honesty and integrity is not just good business, it is our moral imperative. We commit to always putting our clients’ interests first. We know the security of your wealth is of utmost importance to your future and your peace of mind.
Technological Excellence
Through a 21-year career as a research mathematician and computer network security expert, our founder brings a deep first-hand knowledge of technology to the world of investing. Don’t let evolving technology make you feel left behind. We have extensive experience with Bitcoin, Artificial Intelligence (AI), and other revolutionary tech, and will help you navigate investing in a changing world.
Strategic Planning
We apply time tested investing principles to protect and grow your wealth. A steady partner through the ups and downs of the market, we will help you navigate and mitigate risk, while making progress toward your goals.