Saltmarsh Financial Advisors, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Over 20 years ago, Saltmarsh Financial Advisors, LLC was created to expand Saltmarsh Advisors suite of services for the client’s benefit. Our mission is to provide clients with a successful investment experience. Saltmarsh Financial Advisors operates as an independent investment advisor and fiduciary to ensure we are providing our clients with conflict-free investment management and financial planning that is always in their best interest. 

Our registered investment advisors have years of experience and diverse backgrounds in finance, investment management, accounting, tax, and estate planning. These differing perspectives add value and contribute to the success of the investment management and financial planning process.

We are proud to partner with Dimensional Fund Advisors, one of the leading fund families in the world, to provide low-cost wealth management solutions to our clients based on Nobel-prize winning research. To learn more, visit: www.saltmarshfa.com

Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund (@Saltmarsh), one of the largest CPA-led consulting firms in the Southeast with clients throughout the United States and overseas. In addition to audit, tax and accounting services, the firm offers information technology and managed services, litigation and dispute advisory, employee benefits administration, and many levels of specialized consulting services.  For further information, visit: www.saltmarshcpa.com

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