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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.

Recent News

Saltmarsh Wins Marketing Achievement Award for Commitment to Service

06/12/2020 - By Jayme Terrell

Firm honored by the Association for Accounting Marketing (AAM) with Marketing Achievement Award for commitment to service and corporate social responsibility.

“Service has always been at the core of our business, and it was truly an honor to give back in our communities and bring greater awareness to the needs and organizations working to make a difference,” said Lee Bell, President of Saltmarsh, Cleaveland & Gund.

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Circuit Breakers and Dimensional's Approach to Trading

03/20/2020 - By Dimensional Fund Advisors

Recently, several markets, including in the US and Brazil, have hit circuit breakers, where trading is paused for a period after a specified percentage decline in the market. In all cases, trading resumed as planned. Circuit breakers can serve a useful function: they mandate a short halt during which participants can assess new information and calibrate their trading activity.

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COVID-19 Update for Clients

03/12/2020 - By Christina Doss

As we learn more about the evolution and impact of COVID-19 (Coronavirus), we want to assure our valued clients and friends that we are monitoring the situation closely. At this time, our main concern is for the health and safety of our clients, our employees and their families.

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Featured Content

PPP Loan Forgiveness Assistance

Family Wealth Planning in A Time of Uncertainty

CARES Act Brings Important Changes to Retirement Plans

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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