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

"Redefining Investment Advice" with Weston Wellington of Dimensional Fund AdvisorsJanuary 23, 2019 | Pensacola, FL

12/06/2018 - By Nancy Patton

Join us in Pensacola, Florida for an exclusive lunch presentation with Weston Wellington, of Dimensional Fund Advisors, an investment firm widely recognized for their Nobel-Prize winning research, as he explains the science behind Dimensional’s Nobel-Prize winning research and how it has inspired a more sophisticated approach to investing.

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"The Evolution of Investing" with Apollo Lupescu, PhD of Dimensional Fund AdvisorsFebruary 20, 2019 | Tampa, FL

12/05/2018 - By Jayme Terrell

Join us in Tampa, Florida for an exclusive lunch with Apollo Lupescu, PhD, of Dimensional Fund Advisors, an investment firm widely recognized for their Nobel-Prize winning research, as he explains the evolution of investing in the stock market and how these developments have engendered a different approach of deploying capital. 

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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

Five Year-End Portfolio Planning Conversations

The Value of Mentoring: Reflections, Relationships and Rewards

Saltmarsh Has Moved: Tour Our New Office!

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
2018 Saltmarsh, Cleaveland & Gund