Saltbox Financial

Financial ServicesMassachusetts, United States2-10 Employees

Saltbox Financial is a boutique, women-owned, fee-only financial planning firm based in Amesbury, Massachusetts. We provide fiduciary financial planning services by the hour and on retainer. We pride ourselves on providing creative, values-based financial planning services with a personalized touch to clients of all backgrounds and income levels. We operate under the principles of cooperative work – everybody has input and we value the collective mind.

Saltbox is on the forefront of impact investing and we advise our clients on investing all along the social impact spectrum, from basic ESG funds to out-of-market investments in community development funds. This is a LGBTQ+ friendly firm with a large contingent of non-traditional families as clients. We consider ourselves a safe haven for those who are historically underrepresented in the financial industry, both as clients and as employees.

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