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.
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.
DESTIN
Tuesday, January 28th
5:00 pm - 6:30 pm
Regatta Bay Clubhouse
465 Regatta Bay Blvd., Destin FL
Cocktails & light bites provided.
TALLAHASSEE
Wednesday, January 29th
11:30 am - 1:00 pm
Governors Club
202 S. Adams St., Tallahassee FL
Lunch & refreshments provided.
TAMPA
Thursday, January 30th
11:30 am - 1:00 pm
The University Club
201 N. Franklin St., 38th Floor, Tampa FL
Lunch & refreshments provided.
To RSVP please contact Nancy Patton by email or by phone at (800) 477-7458
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.
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.
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!
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.
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
2019
Saltmarsh, Cleaveland & Gund
