Insights
Financial Scams are Evolving
01/14/2026 - By Sarah Horne, CFP
Financial fraud can happen to anyone. Learn how to recognize red flags and take steps to safeguard your accounts.
Saltmarsh Financial Advisors Earns World-Class Client Satisfaction
12/29/2025 - By Nancy Patton
Saltmarsh Financial Advisors, the wealth management affiliate of Saltmarsh Advisors & Accountants, is proud to share that it has been recognized by its clients for delivering exceptional service, earning a world-class Net Promoter® Score (NPS) of 93.4%! This recognition is based entirely on direct client feedback and reflects the team’s unwavering commitment to building trusted, long-term relationships grounded in expertise, responsiveness, and personalized care.
The Final Chapter of the Estate Plan
12/09/2025 - By Julie Edwards, CPA & David Uslan
Losing the last surviving parent brings complex legal, financial, and tax responsibilities. Learn key steps for managing trusts and estates, filing final tax returns, handling Form 1041 and Form 706, and preserving your parents’ legacy with confidence.
Past Posts
- What to Know Before Year-End
- How to Prepare for a Spouse's Passing: Practical Steps for Peace of Mind
- Inside Saltmarsh's Level Up
What's Happening at Saltmarsh
Celebrating Growth: Congratulations to Our Newly Promoted Team Members
01/09/2026 - By Celia Nofsinger
We’re proud to celebrate our newly promoted team members whose achievements reflect a shared commitment to growth, teamwork, and exceptional client service. Join us in congratulating the professionals helping shape the future of Saltmarsh.
Whole Company Alignment 2025
12/22/2025 - By Celia Nofsinger
A look back at Saltmarsh’s first-ever Whole Company Alignment and the values that unite us.
Saltmarsh Leader Suzanne Bach Joins ABC Florida Gulf Coast Board
12/15/2025 - By Celia Nofsinger
Saltmarsh partner Suzanne Bach, CPA, CIT, joins the ABC Florida Gulf Coast Board to champion leadership, mentorship, and industry growth in Tampa Bay.
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
2026
Saltmarsh • Privacy Policy
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.