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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

Did You Miss 'Reflections and Lessons for Investors in 2021'?Watch On Demand

04/01/2021

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.

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Flexibility in Practice: How We Handled GameStop

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...

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Featured Content

IRS Extends Certain Tax Filing and Payment Deadlines to May 17

New IRS Guidance Regarding Tax Due Date Change 2021

How Does the Stock Market Perform When Interest Rates Rise?

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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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