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 Financial Advisors Once Again Recognized as Top Wealth Advisory Firm by Accounting Today

06/10/2022 - By Allie Jackson

Saltmarsh Financial Advisors, LLC is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM) once again!

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Advisor Feature: Getting the Whole Picture with Christina Doss

05/18/2021 - By Allie Jackson

In the May 2021 ‘Holistic Talk Issue’ of Advisors Magazine, Christina weighs in on the importance of a holistic financial approach to planning to achieve better results. The Saltmarsh planning methods go beyond a traditional monetary-only focus. They consider additional factors in clients’ lives, such as family, personal beliefs and lifetime goals, and focus on financial education when advising clients.

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Featured Content

Saltmarsh Financial Advisors Client Portal Tutorial

Flexible Practices in Bond Trading

Bonds 101

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