Saltbox Financial LLC Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Saltbox Financial LLC is a boutique financial planning firm based in Amesbury, Massachusetts, offering fiduciary financial planning on an hourly and retainer basis. The company emphasizes values-based, personalized planning and operates with a cooperative approach, seeking input from all members of its team. It positions itself within the financial services industry as a provider of inclusive planning that engages clients across backgrounds and income levels, including those interested in impact investing. Saltbox Financial is described as women-owned and LGBTQ+-friendly, aiming to serve historically underrepresented clients and employees while advising on a range of investments from ESG-focused funds to community development opportunities. The firm focuses on delivering independent, fee-only guidance designed to help clients align their financial goals with their values.

Sign up for free to view info

Company overview Employee directory