Saltbox Financial Employee Directory

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.

Find Saltbox Financial employees' phone numbers or email addresses

Saltbox Financial Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Africa
1

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  • Zambia
    1

Saltbox Financial's Leadership

  • Stylized image of a person
    V. K.
    Owner & Financial Planner
    Phone icon
  • Stylized image of a person
    L. M.
    Principal Financial Advisor
    Phone icon
  • Stylized image of a person
    K. B.
    Client Services Associate
    Phone icon
  • Stylized image of a person
    J. R.
    Tax Manager & Financial Paraplanner
    Phone icon

Saltbox Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Business

Contact profiles from Saltbox Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    V. K.
    Owner & Financial Planner
    Phone icon
    United StatesMassachusetts
    Oct 17, 2025
  • Stylized image of a person
    L. M.
    Principal Financial Advisor
    Phone icon
    United StatesNew Hampshire
    Oct 21, 2025
  • Stylized image of a person
    K. B.
    Client Services Associate
    Phone icon
    Feb 16, 2026
  • Stylized image of a person
    J. R.
    Tax Manager & Financial Paraplanner
    Phone icon
    United StatesIdaho
    Nov 13, 2025

Frequently Asked Questions

What is Saltbox Financial known for?

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Saltbox Financial was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 110 Haverhill Road Amesbury, Massachusetts 01913 United States; you can contact the main corporate office by phone at . Explore Saltbox Financial's company overview page for more information.

What is Saltbox Financial's most common email format?

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Saltbox Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Saltbox Financial email formats with LeadIQ.

How many employees does Saltbox Financial have currently?

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Saltbox Financial has approximately 7 employees as of April 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Saltbox Financial's key employees and leadership?

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As of April 2026, Saltbox Financial's key employees include:

  • Owner & Financial Planner: V. K.
  • Principal Financial Advisor: L. M.
  • Client Services Associate: K. B.
  • Tax Manager & Financial Paraplanner: J. R.

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