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Our Firm

• We provide personalized financial investment, estate and tax advice to individuals and business owners and have the ability to offer tax advice through our CPA affiliate.
• We offer multiple ways to engage our team, from one-time consultations to full discretionary money management.
• We are fee-only registered investment advisors with a broadly accredited team of experienced advisors.
• Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund, a large CPA-led business advisory firm deeply rooted in the Southeast since 1944.