Who We Are

We serve as fifiduciaries, putting your needs fifirst. 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.

Money

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

Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm

Estate Planning Essentials

Tax Law Impacts: One Big Beautiful Bill Act

Recent News

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Magnifying Single-Stock Volatility

06/26/2025 - By Wes Crill, PhD, Senior Client Solutions Director and VP, Kevin Green, PhD, Head of Investment Solutions Analytics and VP

These scenarios show why broad diversification can help provide more reliable outcomes over time. A global equity market allocation includes potentially thousands of stocks, mitigating the impact any individual security can exert on one’s portfolio. 

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Markets Look Forward. So Should Investors.

06/24/2025 - By Isabelle Williams, Deputy Head of Investment Solutions, Dimensional Fund Advisors

With a stark shift in US tariff policy announced on April 2 and ongoing responses worldwide, many investors are on edge. But when there is real economic uncertainty and information is quickly changing, volatility is a sign that markets are functioning.

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Father's Day: Money Lessons Learned From Dad

06/13/2025 - By Pierce Broscious, CFP

Fathers play an important role in teaching us many things when we are children. For this Father’s Day, I’d like to share some of these lessons and how they can be applied in practical terms. 

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
2025 SaltmarshPrivacy 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.