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.
09/13/2019 - By Jayme Terrell
We're proud to announce that financial services and banking industry veteran Justin T. Tate Sr. has joined the Fort Walton Beach office as an investment advisor.
06/03/2019 - By Nancy Patton
In the June 2019 “Passion” issue of Bella Magazine, Christina shares her passion for planning and offers advice on navigating life’s unplanned detours along the way.
05/24/2019 - By Nancy Patton
It was a beautiful day at the ballpark on May 16th when Saltmarsh Financial Advisors hosted their 6th Annual client appreciation night at the Pensacola Blue Wahoos!
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.
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.
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.