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.
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.
Dr. Apollo Lupescu is back to review key lessons learned from 2020 and discuss how this information can benefit investors as we settle into 2021 under a new administration! He will also touch on timely topics that are top of mind for many investors and retirees. Request on-demand access to our presentation.
02/11/2021 - By Althea Trevor, CFA, Dimensional Fund Advisors
GameStop has been front and center in the financial news on account of the stock’s significant price volatility over a few weeks. And that has put it top of mind for many clients, as we’ve been fielding questions on how GameStop’s volatility was handled in our portfolios. This incident serves as an opportunity to highlight how Dimensional’s investment process is built to handle developments within markets...