Saltmarsh Financial Advisors

Saltmarsh Financial Advisors is a registered investment advisor that provides guidance on investing, retirement and estate planning. The firm works as a fiduciary, so clients receive advice with their needs placed first, and it manages tax-efficient portfolios. Its team holds the Certified Financial Planner, Accredited Asset Management Specialist, Chartered Financial Analyst and Certified Public Accountant designations.

The firm is the wealth management affiliate of Saltmarsh Advisors & Accountants and has offices in Pensacola and Tampa. Prospective clients can call the Pensacola office or submit an inquiry online, and a team member will follow up. The firm also publishes quarterly investment newsletters and market commentary.