Insights

Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today

06/20/2024 - By Nancy Patton

Saltmarsh Financial Advisors, LLC, has been recognized by Accounting Today as a top firm by total assets under management (AUM) for the fourth year in a row!

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Father's Day: Money Lessons Learned From Dad

06/12/2024 - By Pierce Broscious, CFP

Fathers play an important role in teaching us many things when we are children. A few common lessons include how to hold a flashlight steady, how to arrive at the airport early, and that “it’s not the heat that gets you, it’s the humidity.” Another common topic fathers teach us about is money. This is an area I learned a lot about from my dad. Having spent most of his career as a regional business developer for Firehouse Subs, he helped franchisees succeed by guiding them on smart money and business decisions. The money lessons I learned while sitting in his office as a kid inspired me to pursue a career in finance. For this Father’s Day, I’d like to share some of these lessons and how they can be applied in practical terms. 

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What is Dollar Cost Averaging?

05/29/2024 - By Mark Hemby, CFA, CFP

The S&P 500 hit a new all-time high 22 times during the first quarter of 2024. Since 1957, the index has reached a new high every 14.3 days. These higher prices are great for investors in the market, but present a hurdle for investors on the sidelines. Let’s look at how investors should approach this hurdle to get their funds invested for the future.

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What's Happening at Saltmarsh

Saltmarsh Announces Internal Promotions 2024

07/12/2024 - By Gabby Symons

We're proud to announce the following internal promotions as of July 1, 2024! 

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Staying Busy During Summer: Saltmarsh June Highlights

07/10/2024 - By Gabby Symons

With busy season in the rearview mirror, June has been a vibrant and engaging month for the Saltmarsh team! Keep reading to see how we have been spending our summer…

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Beacon Summer Leadership Program 2024

06/03/2024 - By Gabby Symons

In May, we hosted our annual Beacon Summer Leadership series, a unique program designed for accounting students to experience what a career in public accounting is like. Now in its 8th year, Beacon attracted more than 30 students representing universities throughout the southeast for two days of leadership training and team building in our Pensacola and Tampa offices. 

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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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