Who We Are
We serve as fiduciaries, putting your needs first. Our philosophy is based on decades of academic research on capital markets and the science of investing.
What We Do
We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.
How We Serve
We believe in delivering ‘legendary service’ and being ‘relentless about improvement’. Our passion for helping others is the foundation of our work.
Fiduciaries, Putting Your Needs First What Sets Us Apart
Saltmarsh Financial Advisors is a registered investment advisor and maintains a fiduciary relationship with clients. Our team has earned some of the industry’s most recognizable designations, including Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS®), Certified Financial Analyst (CFA®) and Certified Public Accountant (CPA).
Insights
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Saltmarsh Financial Advisors Earns World-Class Client Satisfaction
The Final Chapter of the Estate Plan
Recent News
What to Know Before Year-End2025 Tax Planning for Individuals and Businesses
12/04/2025 - By Celia Nofsinger
A 2025 year-end tax guide for businesses and individuals covering key developments, planning strategies, and opportunities to prepare for 2026.
How to Prepare for a Spouse's Passing: Practical Steps for Peace of Mind
09/25/2025 - By Julie Edwards, CPA & David Uslan
Planning for life after the loss of a spouse is emotionally and financially challenging. This guide explores essential tax strategies couples should know to avoid costly mistakes and ensure financial clarity during difficult times.
Inside Saltmarsh's Level UpHow We Delivered Big Results This Summer
09/04/2025 - By Celia Nofsinger
Discover how Saltmarsh teams embraced growth, creativity, and collaboration during the Level Up summer challenge. From elevator pitches to tiny habits, a bold rebrand, and helping our clients grow.
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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501
Local Phone: (850) 435-8300
Email: info@saltmarshfa.com
2026
Saltmarsh • Privacy Policy
Saltmarsh Financial Advisors, LLC operates in connection with the brand Saltmarsh. Saltmarsh is the brand name under which Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund provide professional services. Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Saltmarsh CPAs, Inc. is a licensed independent CPA firm that provides attest services to its clients. Saltmarsh, Cleaveland & Gund and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Saltmarsh brand are independently owned and are not liable for the services provided by any other entity providing the services under the Saltmarsh brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund.