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.


JOIN US FOR A NIGHT AT THE BALLPARK Tuesday, May 12 | Pensacola, FL

Baseball season is right around the corner which means it is time for Saltmarsh Financial Advisors’ annual Night at the Ballpark!

Join us for a night of fun and food in Pensacola in appreciation of our investment management clients as the Pensacola Blue Wahoos take on the Mississippi Braves. A ballpark buffet and beverages will be provided.

TUESDAY, MAY 12th | 6:00 PM

Pensacola Bayfront Stadium, Coors Light Deck
Ballpark buffet opens at 6:00 PM
First pitch at 6:35 PM

Please RSVP by Friday, May 1st
to Nancy Patton by email or call (850) 435-8300

TICKETS & WRISTBANDS FOR OUR GUESTS WILL BE AVAILABLE FOR
PICKAT AT SALTMARSH FROM MAY 4-12th


Recent News

Saltmarsh Hosts "Investments & Taxes" Panel Throughout Florida

02/13/2020 - By Nancy Patton

We started the year off on the road with a series of tax and investment-focused educational events across the state of Florida. The events featured an impressive panel of financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors, Saltmarsh, Cleaveland & Gund, and Dimensional Fund Advisors to shed light on how a ‘one team’ approach to planning for the future provides peace of mind and benefits your bottom line. 

Read Full Article

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. 

Read Full Article

Featured Content

Beacon 2020

Saltmarsh Hosts "Investments & Taxes" Panel Throughout Florida

SECURE Act Passes

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
2020 Saltmarsh, Cleaveland & Gund