Who We Are

We are an independent, fee-only financial advisory firm. We serve as a fiduciary to our clients, putting their needs first.

What We Do

We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.

Who We Serve

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.

Recent News

Saltmarsh Names Christina Doss ShareholderAssumes leadership of Saltmarsh Financial Advisors, LLC

03/18/2019 - By Jayme Terrell

Christina Doss, AAMS®, has been named shareholder of Saltmarsh, Cleaveland & Gund. Additionally, as Managing Director, Christina will assume the leadership role of the firm’s investment management affiliate, Saltmarsh Financial Advisors, LLC.

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Saltmarsh Financial Advisors' Clients Benefit from Investment Event Series in Tampa and Pensacola

03/13/2019 - By Jayme Terrell

Saltmarsh Financial Advisors welcomed back Apollo Lupescu from Dimensional Fund Advisors to conclude our captivating series of investment-focused educational and networking events across the state of Florida. Along with our team of experienced advisors, Christina Doss and Chris Stennett, CFP®, have been working to bring these events and knowledge to navigate market uncertainty to our clients.

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Saltmarsh Financial Advisors Announces Top Recognition In Advisor Choice Awards

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.

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Featured Content

Saltmarsh Financial Advisors' Clients Benefit from Investment Event Series in Tampa and Pensacola

Is It Time to Reassess Your Investments?

Saltmarsh Financial Advisors Hosts Redefining Investment Advice Event in Pensacola

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
2019 Saltmarsh, Cleaveland & Gund