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.
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.
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.
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.