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Insights

2021: A Year to Remember

01/05/2022 - By Chris Stennett, CFP and Mark Hemby, CFA

We hope you and your families enjoyed the holiday season and are excited for this new year. Managing your investments is a responsibility we don’t take lightly, and we want to continue to help you make sound financial decisions for many years to come. Part of our responsibility is to keep you informed as to what’s going on in the financial markets. 2021 was filled with some noteworthy moments, yet these moments did very little to negatively impact the US stock markets. 

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Six Year-End Portfolio Planning Conversations

12/15/2021 - By Chris Stennett, CFP

The end of the year is fast approaching! But before you say goodbye to 2021 and hello to 2022, here are a few conversations you should have with your CPA and Financial Advisor before December 31. 

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Saltmarsh Named One of Forbes' Top Recommended U.S. Tax and Accounting Firms

12/09/2021 - By Saltmarsh, Cleaveland & Gund

We are excited to have been chosen by industry peers for the third time in a row as one of Forbes’ 2022 Top Recommended Tax and Accounting Firms in the U.S. “It is an honor to have the firm recognized for our tax and accounting services for three consecutive years,” said Lee Bell, CPA, Saltmarsh president. 

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What's Happening at Saltmarsh

Saltmarsh Announces Internal Promotions of 2022

01/07/2022 - By Allie Jackson

We're proud to announce the following internal promotions as of January 1, 2022!

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'Tis the Saltmarsh Season

12/17/2021 - By Allie Jackson

We love celebrating the holidays at our firm! From Hanukkah traditions to Christmas traditions to parties to Salty the Elf, we go above and beyond at Saltmarsh to spread the holiday cheer! 

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Beth Skarda, CPA, Elected Shareholder

12/16/2021 - By Nancy Patton

We're excited to announce that Beth Skarda, CPA, has been elected shareholder as of January 1, 2022. 

“Clients just love working with Beth. She has been a key driver of our tax practice’s growth and a central member of our firm’s culture,” said Lee Bell, firm President. “She is truly an example of leadership and service not only to our next generation but also to the entire Pensacola community. I’m so proud to have her as a partner and our newest shareholder!”

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