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
The Final Chapter of the Estate Plan
How to Prepare for a Spouse's Passing
What to Do After a Windfall? Steps to Financial Security
Recent News
Tax Law Impacts: One Big Beautiful Bill ActOverview of the New Tax Landscape Impacting Individuals & Businesses
08/12/2025 - By David Uslan, CPA
OBBBA, signed into law on July 4, 2025, makes permanent many provisions from the 2017 Tax Cuts and Jobs Act while introducing new tax benefits for individuals and businesses. At Saltmarsh, we are continuing to review the new provisions and their impact on your tax strategy. This article highlights some of the most significant changes from our initial review of the OBBBA.
Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm
08/01/2025 - By Nancy Patton
Saltmarsh Financial Advisors, LLC, is honored to be recognized by Accounting Today as one of the nation’s top firms by total assets under management (AUM) for the fifth year in a row. As an independent fiduciary, Saltmarsh Financial Advisors provides personalized guidance on investing, retirement, and estate planning while leveraging its team’s collective expertise to manage tax-efficient portfolios and help clients navigate an ever-changing market.
Estate Planning EssentialsWhat Every Family Should Know to Protect Their Legacy
07/29/2025 - By Michael C. Hall, CFP
Whether you’ve built a successful business, have a growing family, or simply want to ensure your final wishes are honored, this post will help you understand the foundational elements of estate planning and how to begin creating a plan that reflects your values. Read why estate planning matters.
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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501
Local Phone: (850) 435-8300
Email: info@saltmarshfa.com
2025
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.