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.
We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.
We believe in delivering ‘legendary service’ and being ‘relentless about improvement’. Our passion for helping others is the foundation of our work.
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).