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.


Saltmarsh Financial Advisors Presents “Investments & Taxes” Understanding the Benefits of a Coordinated Approach

Saltmarsh Financial Advisors invite you to join us for an Investments & Taxes event series across Florida. The series will shed a light on how a 'one team' approach to planning for your financial future provides peace of mind and benefits your bottom line.

Each session will feature a panel discussion including financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors and Dimensional Fund Advisors to help answer your questions and leave you with a better understanding on the benefits of a coordinated approach to planning for your future.

PENSACOLA
Tuesday, January 28th

8:00 am - 9:30 am

Pensacola Yacht Club
1897 Cypress St., Pensacola FL
Breakfast & refreshments provided.

RSVP

DESTIN
Tuesday, January 28th

5:00 pm - 6:30 pm

Regatta Bay Clubhouse
465 Regatta Bay Blvd., Destin FL
Cocktails & light bites provided.

RSVP

TALLAHASSEE
Wednesday, January 29th

11:30 am - 1:00 pm

Governors Club
202 S. Adams St., Tallahassee FL
Lunch & refreshments provided.

RSVP

TAMPA
Thursday, January 30th

11:30 am - 1:00 pm

The University Club
201 N. Franklin St., 38th Floor, Tampa FL
Lunch & refreshments provided.

RSVP

To RSVP please contact Nancy Patton by email or by phone at (800) 477-7458


Recent News

Justin Tate Joins Saltmarsh Financial AdvisorsExpanding Investment Advisory Offering to Destin & Fort Walton Beach

09/13/2019 - By Jayme Terrell

We're proud to announce that financial services and banking industry veteran Justin T. Tate Sr. has joined the Fort Walton Beach office as an investment advisor. 

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Christina Doss Featured in Bella Magazine's "Passion Issue"

06/03/2019 - By Nancy Patton

In the June 2019 “Passion” issue of Bella Magazine, Christina shares her passion for planning and offers advice on navigating life’s unplanned detours along the way. 

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Saltmarsh Financial Advisors Host 6th Annual Night at the Ballpark

05/22/2019 - By Nancy Patton

It was a beautiful day at the ballpark on May 16th when Saltmarsh Financial Advisors hosted their 6th Annual client appreciation night at the Pensacola Blue Wahoos!

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Saltmarsh Names Christina Doss ShareholderAssumes leadership of Saltmarsh Financial Advisors, LLC

03/18/2019 - By Jayme Terrell

Christina Doss, AAMS®, has been named shareholder of Saltmarsh, Cleaveland & Gund. Additionally, as Managing Director, Christina will assume the leadership role of the firm’s investment management affiliate, Saltmarsh Financial Advisors, LLC.

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Saltmarsh Financial Advisors' Clients Benefit from Investment Event Series in Tampa and Pensacola

03/13/2019 - By Jayme Terrell

Saltmarsh Financial Advisors welcomed back Apollo Lupescu from Dimensional Fund Advisors to conclude our captivating series of investment-focused educational and networking events across the state of Florida. Along with our team of experienced advisors, Christina Doss and Chris Stennett, CFP®, have been working to bring these events and knowledge to navigate market uncertainty to our clients.

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Saltmarsh Financial Advisors Announces Top Recognition In Advisor Choice Awards

09/18/2018 - By Christina Doss, AAMS

We are pleased to announce Advisor Perspectives, Inc., a leading publisher of investment and practice management-related content for financial advisors, recently released The Advisor Choice™ awards for the 2017 rankings on the asset managers advisors are most likely to recommend to their peers.

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Featured Content

Timing Isn't Everything

Saltmarsh Financial Advisors Host 6th Annual Night at the Ballpark

Saltmarsh Financial Advisors' Clients Benefit from Investment Event Series in Tampa and Pensacola

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
2019 Saltmarsh, Cleaveland & Gund