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Saltbox Financial, LLC

EST. AUM
$104,556,134

CONTACTS

CLIENT ACCOUNTS
212

Firm Details

Metro area Manchester, NH
CRD Number 130882
Website saltboxfinancial.co
Client types

Overview

Saltbox Financial LLC is an independent fee-only registered investment adviser providing financial planning, investment management and tax-related services to individuals and families. The firm offers both hourly financial planning and ongoing investment management, developing personalized strategies around clients' financial circumstances and long-term goals. Saltbox operates as a fiduciary and is compensated solely by clients rather than through investment-product commissions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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