About Us

Independent Financial Guidance. Built on Relationships.

At Latimer Financial Advisors, we believe financial planning is about more than managing investments—it’s about helping people make confident decisions through every stage of life.

Since 2012, we’ve partnered with individuals, families, and business owners to create personalized financial strategies built around their unique goals, values, and aspirations.

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Financial success looks different for everyone. That’s why every client relationship begins with listening. We work to understand what matters most to you before developing a strategy tailored to your unique circumstances.

Paul Styes

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Our History

Since opening our doors in 2012, Latimer Financial Advisors has remained committed to one simple philosophy: provide independent advice that puts clients first.

As our firm has grown, we’ve continued to invest in long-term relationships, thoughtful planning, and a personalized approach to wealth management. While markets, economies, and financial landscapes evolve, our commitment to objective guidance and exceptional client service remains unchanged.

Today, we continue helping clients navigate life’s financial milestones with clarity, confidence, and a plan designed to support their future.

2012

Latimer Financial Advisors is founded with a commitment to independent, client-focused financial planning.

2014

Expanded investment management and comprehensive retirement planning services.

2017

Reached a significant milestone in assets under management while growing long-term client relationships.

2020

Introduced enhanced financial planning resources and digital client experience tools.

2022

Continued expanding personalized wealth management services for individuals, families, and business owners.

Today

Serving clients with independent advice, personalized strategies, and a long-term commitment to their financial success.

Why Choose Latimer Financial Advisors?

Helping You Navigate Every Financial Milestone.

Choosing a financial advisor is about more than credentials—it’s about finding a trusted partner who understands your goals and is committed to helping you achieve them.

Independent Advice

Objective recommendations focused on your goals—not proprietary products or sales quotas.

Personalized Planning

Financial strategies designed around your life, priorities, and long-term vision.

Long-Term Relationships

Ongoing guidance that adapts as your financial needs and life circumstances evolve.

Comprehensive Planning

Investment management, retirement planning, tax-aware strategies, estate planning coordination, and more—all working together in one personalized plan.

What Our Clients Value

“Latimer Financial Advisors has helped us simplify our financial life and feel more confident about retirement. Their thoughtful guidance and personal approach have made all the difference.”

Retirement Planning Client

“They take the time to understand our goals and explain every recommendation clearly. We always feel informed and supported.”

Multi-Generational Family Client

“Having a trusted advisor who truly listens has given us confidence in every major financial decision we’ve made.”

Business Owner Client

Ready to get answers?

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