Updated:
Latham Financial
Latham Financial is an investment management firm based in Bucks County, Pennsylvania, serving clients throughout the United States. It provides personalized...
Latham Financial
Latham Financial is an investment management firm based in Bucks County, Pennsylvania, serving clients throughout the United States. It provides personalized financial guidance and investment management to individuals, families, trusts, businesses, and other organizations. Services include opening investment accounts, crafting investment plans, portfolio management, and financial consulting. The firm operates on a fee-only basis with no account size minimum.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Bucks County
Corporate office
Bucks County, PA, United States
Principals
Andrew Latham White
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Latham Financial?
Andrew Latham White, the firm's founder, personally meets with every client and directs all investment management. He holds master's degrees in Applied & Computational Mathematics and Networking & Telecommunications from Johns Hopkins University and spent 21 years with the Department of Defense as a research mathematician and computer network security expert before launching the advisory practice.
Does Latham Financial require a minimum account size?
No. The firm explicitly states on its website that there is no required amount to begin investing, a structural choice meant to lower the barrier for first-time investors and those from diverse financial backgrounds.
How does Latham Financial charge for its services?
Latham Financial operates on a fee-only basis and states that it does not receive commissions for the sale of any financial products. The firm says this structure is designed to ensure that all advice is exclusively in the client's interest.
What asset classes does Latham Financial allocate client capital to?
The firm's website lists individual stocks, options, Bitcoin, commodities, and mutual funds. It also emphasizes guidance on AI-related investments and other emerging technologies, reflecting the founder's deep technical background.
Where is Latham Financial physically located and where does it offer services?
The firm is based in Bucks County, Pennsylvania, and serves clients throughout the United States. It offers both virtual and in-person financial consulting, according to its website.
What is Andrew Latham White's professional background before founding the firm?
White worked for 21 years with the Department of Defense as a research mathematician, computer security expert, and technical leader. He also completed graduate degrees in applied math and networking at Johns Hopkins, and had been a self-directed investor since grade school, in stocks, options, Bitcoin, and commodities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: