Insights

Saltmarsh Financial Advisors' Clients Benefit from Investment Event Series in Tampa and Pensacola

03/13/2019 - By Jayme Terrell

Saltmarsh Financial Advisors started the year strong with a captivating series of investment-focused educational and networking events across the state of Florida. The series focused on identifying fundamental errors many investors have made throughout their investment journey and provided recommended solutions to avoid future pitfalls.

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Is It Time to Reassess Your Investments?

02/04/2019 - By Chris Stennett, CFP®

U.S. stock markets hit their most recent peak in August 2018 and slowly declined through October, with the months of November and December experiencing frequent price swings. December alone had multiple days of sharp declines along with dramatic upward swings. So, should the recent volatility cause you to reassess your investment portfolio? 

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Saltmarsh Financial Advisors Hosts Redefining Investment Advice Event in Pensacola

01/25/2019 - By Nancy Patton

Saltmarsh Financial Advisors was honored to welcome Weston Wellington, a Vice President of Dimensional Fund Advisors (DFA) as the featured guest speaker for the first of a series of educational investment-focused events the firm will host across the state of Florida.

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What's Happening at Saltmarsh

Service Spotlight: Helping Hands Happy Hour

04/30/2019 - By Nancy Patton

Our team has been working hard to reach our goal of 1,944 community service hours through various service projects across the region and for the month of April, our service project of choice benefited Manna Food Pantries! 

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Service Spotlight: Say Yes to Your Dress

03/15/2019 - By Jayme Terrell

Saltmarsh has embarked on a mission to contribute 1,944 hours of community service in recognition of our founding year, 1944. For February and March, our service project of choice benefited the GFWC South Baldwin Women’s Club!

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Nicole Fife Completes FICPA Emerging Leaders Program

01/28/2019 - By Nancy Patton

We would like to congratulate Nicole Fife, CPA for graduating from the Florida Institute of CPAs Emerging Leaders Program.

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
2019 Saltmarsh, Cleaveland & Gund