Who We Are
We serve as fiduciaries, putting your needs first. Our philosophy is based on decades of academic research on capital markets and the science of investing.
What We Do
We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.
How We Serve
We believe in delivering ‘legendary service’ and being ‘relentless about improvement’. Our passion for helping others is the foundation of our work.
Fiduciaries, Putting Your Needs First What Sets Us Apart
Saltmarsh Financial Advisors is a registered investment advisor and maintains a fiduciary relationship with clients. Our team has earned some of the industry’s most recognizable designations, including Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS®), Certified Financial Analyst (CFA®) and Certified Public Accountant (CPA).
Insights
Funding Liquidity Without Triggering Capital Gains
Saltmarsh Financial Advisors Hosts Client Appreciation Night at the Ballpark in Pensacola
Beyond the Hype: What the Coming Mega-IPOs Mean for Your Portfolio
Recent News
Introducing Our New Podcast: Integrated Wealth PerspectivesEpisode 1: Giving Value to Your Money, Why Women Need a Different Financial Plan
05/05/2026 - By Celia Nofsinger
Integrated Wealth Perspectives is our new podcast, created to bring you thoughtful conversations around the decisions that shape your financial future. Episode 1 focuses on the evolving role of women in wealth and why a more personalized approach to planning matters, highlighting the key factors that influence long-term financial confidence, clarity, and control.
Saltmarsh Financial Advisors Welcomes Jeff CrouseGrowing Impact Across Central Florida Markets
03/11/2026 - By Celia Nofsinger
We are excited to share that Jeff Crouse, CFP® has joined Saltmarsh Financial Advisors as a Financial Advisor. As a Financial Advisor, Jeff will work with individuals, families, and business owners to provide comprehensive wealth management, including retirement planning, estate planning, investment management, risk management, and business and succession planning.
Financial Scams are EvolvingHere's How to Stay One Step Ahead
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.
Investment Newsletter
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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.