Who We Serve

Saltmarsh Financial Advisors serves individuals seeking a long-term relationship with a trusted investment advisor. Investors of all kinds look to us to provide structure and guidance for their financial lives. While many of our clients are business owners and retirees, we feel best positioned to help anyone who shares our investment philosophy on capital markets and investing.

As fiduciaries, our advisors are bound by law to put our client’s interests above our own.

HOW WE SERVE

Managing your investments
Creating a plan for your retirement
Discussing potential tax concerns
Addressing your estate plan
Assisting with gift planning
Guiding you through Social Security decisions
Counseling survivors on their options

Request to
Speak with an Advisor

In the financial services industry, there are two primary parties who can offer investment advice: Registered Investment Advisors (RIA) and investment brokers.

The investment advice you receive from these parties may be similar, but a key difference exists between RIAs and brokers. The difference lies in the two competing standards each party is bound to uphold.

Which of these standards is driving the investment advice you receive?

Who We Serve

HOW WE SERVE

Investment Update Newsletter

Client Resources

Stay Connected