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

Michael C. Hall Joins Saltmarsh Financial Advisors

10/04/2024 - By Nancy Patton

We are excited to announce that Michael C. Hall, CFP has joined our Pensacola office as a Director. Hall brings more than 20 years of experience working in financial services. His experience includes advising clients on wealth management, investing, portfolio analysis, risk management, and estate planning.

Read Full Article

Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today

06/20/2024 - By Nancy Patton

Saltmarsh Financial Advisors, LLC, has been recognized by Accounting Today as a top firm by total assets under management (AUM) for the fourth year in a row. As an independent fiduciary, Saltmarsh Financial Advisors establishes longstanding relationships by providing personalized guidance on investing, retirement and estate planning while leveraging combined team expertise to manage tax-efficient portfolios.

Read Full Article

Featured Content

Feeling Generous? Secure Your Own Financial Well-Being First!

Election Years & Their Impact on the Market: A Data-Driven Perspective

The Unwinding of the Yen "Carry" Trade

Stay Connected

Saltmarsh Financial Advisors Newsletter

Join our email list for investment updates and upcoming events!

Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
2024 Saltmarsh, Cleaveland & GundPrivacy Policy