Saltmarsh Financial Advisors

EST. AUM
$318,447,000

CONTACTS
2

CLIENT ACCOUNTS
234

Firm Details

Metro area Miami
CRD Number 132248
Website saltmarshfa.com
Client types

Overview

Saltmarsh Financial Advisors is a registered investment advisor committed to maintaining a fiduciary relationship with its clients, as stipulated by the Investment Company Act of 1940. The firm offers investment advice through independent, fee-only advisors with extensive experience and industry-recognized designations, including Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS®), Certified Financial Analyst (CFA®), and Certified Public Accountant (CPA). In collaboration with its CPA firm affiliate, Saltmarsh, Cleaveland & Gund, the firm provides a comprehensive range of professional services, including accounting, taxation, consulting, and investment management, all guided by the mission statement: “Achieving Success by Contributing to the Success of Others.” By gaining a thorough understanding of each client's tax profile, wealth goals, and retirement aspirations, Saltmarsh Financial Advisors delivers holistic financial advice. To enhance client value, the firm has partnered with Dimensional Fund Advisors, a leading fund family that aligns with its investment philosophy, offering low-cost wealth management solutions grounded in Nobel Prize-winning research.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Saltmarsh Financial Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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