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.
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.
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.
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.