We are an independent, fee-only financial advisory firm. We serve as a fiduciary to our clients, putting their needs first.
We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.
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.
03/19/2019 - By Nancy Patton
Join our team in Pensacola for an evening of fun and food for our client appreciation night as the Pensacola Blue Wahoos take on the Mobile Bay Bears.
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.
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.
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.