Who We Are
We serve as fiduciaries, putting your needs first. Our philosophy is based on decades of academic research on capital markets and the science of investing.
What We Do
We provide guidance and expertise on investing, retirement, and estate planning while leveraging our combined expertise to manage tax-efficient portfolios.
How We Serve
We believe in delivering ‘legendary service’ and being ‘relentless about improvement’. Our passion for helping others is the foundation of our work.
Fiduciaries, Putting Your Needs First What Sets Us Apart
Saltmarsh Financial Advisors is a registered investment advisor and maintains a fiduciary relationship with clients. Our team has earned some of the industry’s most recognizable designations, including Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS®), Certified Financial Analyst (CFA®) and Certified Public Accountant (CPA).
Insights
Saltmarsh Financial Advisors Welcomes Jeff Crouse
IRS Releases FAQ on Paper Check Phase-Out
Financial Scams are Evolving
Recent News
Saltmarsh Financial Advisors Earns World-Class Client SatisfactionClient feedback resulted in a Net Promoter Score of 93.4%, highlighting excellence in service, responsiveness, and care.
12/29/2025 - By Nancy Patton
Saltmarsh Financial Advisors, the wealth management affiliate of Saltmarsh Advisors & Accountants, is proud to share that it has been recognized by its clients for delivering exceptional service, earning a world-class Net Promoter® Score (NPS) of 93.4%! This recognition is based entirely on direct client feedback and reflects the team’s unwavering commitment to building trusted, long-term relationships grounded in expertise, responsiveness, and personalized care.
The Final Chapter of the Estate PlanAdministering the Estate After Both Parents Pass
12/09/2025 - By Julie Edwards, CPA & David Uslan
Losing the last surviving parent brings complex legal, financial, and tax responsibilities. Learn key steps for managing trusts and estates, filing final tax returns, handling Form 1041 and Form 706, and preserving your parents’ legacy with confidence.
What to Know Before Year-End2025 Tax Planning for Individuals and Businesses
12/04/2025 - By Celia Nofsinger
A 2025 year-end tax guide for businesses and individuals covering key developments, planning strategies, and opportunities to prepare for 2026.
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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501
Local Phone: (850) 435-8300
Email: info@saltmarshfa.com
2026
Saltmarsh • Privacy Policy
Saltmarsh Financial Advisors, LLC operates in connection with the brand Saltmarsh. Saltmarsh is the brand name under which Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund provide professional services. Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Saltmarsh CPAs, Inc. is a licensed independent CPA firm that provides attest services to its clients. Saltmarsh, Cleaveland & Gund and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Saltmarsh brand are independently owned and are not liable for the services provided by any other entity providing the services under the Saltmarsh brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund.