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


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. 

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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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Featured Content

Beacon 2020

Saltmarsh Hosts "Investments & Taxes" Panel Throughout Florida

SECURE Act Passes

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
2020 Saltmarsh, Cleaveland & Gund