We are an independent, fee-only financial advisory firm. We serve as a fiduciary to our clients, putting their needs first.
We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.
We serve individuals seeking a long-term relationship with an investment advisor who understands that the money entrusted to us represents years of hard work and sacrifice.
11/09/2018 - By Zachary Farrington
We are excited to unveil the new Saltmarsh Financial Advisors website. Boasting more than just an updated look and feel, the new site offers user-friendly navigation and a responsive design on mobile platforms. For our clients, we have updated the Resources section to make important client resources and information easily accessible for you.
09/18/2018 - By Christina Doss, AAMS
We are pleased to announce Advisor Perspectives, Inc., a leading publisher of investment and practice management-related content for financial advisors, recently released The Advisor Choice™ awards for the 2017 rankings on the asset managers advisors are most likely to recommend to their peers.
09/18/2018 - By Jayme Terrell
Saltmarsh has become an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals.