Insights
What to Do After a Windfall? Steps to Financial Security
09/02/2025 - By Michael C. Hall, CFP
Just received a financial windfall? Whether it’s from selling a business, an inheritance, or even winning the lottery, learn how to make the most of it with smart strategies for long-term financial security.
Tax Law Impacts: One Big Beautiful Bill Act
08/12/2025 - By David Uslan, CPA
OBBBA, signed into law on July 4, 2025, makes permanent many provisions from the 2017 Tax Cuts and Jobs Act while introducing new tax benefits for individuals and businesses. At Saltmarsh, we are continuing to review the new provisions and their impact on your tax strategy. This article highlights some of the most significant changes from our initial review of the OBBBA.
Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm
08/01/2025 - By Nancy Patton
Saltmarsh Financial Advisors, LLC, is honored to be recognized by Accounting Today as one of the nation’s top firms by total assets under management (AUM) for the fifth year in a row. As an independent fiduciary, Saltmarsh Financial Advisors provides personalized guidance on investing, retirement, and estate planning while leveraging its team’s collective expertise to manage tax-efficient portfolios and help clients navigate an ever-changing market.
Past Posts
- Estate Planning Essentials
- Magnifying Single-Stock Volatility
- Markets Look Forward. So Should Investors.
What's Happening at Saltmarsh
Inside Saltmarsh's Level Up
09/04/2025 - By Celia Nofsinger
Discover how Saltmarsh teams embraced growth, creativity, and collaboration during the Level Up summer challenge. From elevator pitches to tiny habits, a bold rebrand, and helping our clients grow.
Celebrating Excellence in Financial Institutions Consulting
08/27/2025 - By Sarah Oliver, CRCM
Saltmarsh’s Financial Institutions Consulting team is celebrating two major milestones: Vanessa Feely earned her CFIRS designation, and Angel Roberts achieved her CRCM certification. These accomplishments highlight the team’s deep expertise and ongoing commitment to excellence in serving financial institutions.
Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm
08/01/2025 - By Nancy Patton
Saltmarsh Financial Advisors, LLC, is honored to be recognized by Accounting Today as one of the nation’s top firms by total assets under management (AUM) for the fifth year in a row. As an independent fiduciary, Saltmarsh Financial Advisors provides personalized guidance on investing, retirement, and estate planning while leveraging its team’s collective expertise to manage tax-efficient portfolios and help clients navigate an ever-changing market.
Past Posts
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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
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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.