Saltmarsh Financial Advisors, LLC, affiliate of Saltmarsh, Cleaveland & Gund, one of the region’s leading CPA and consulting firms, is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM). As an independent fiduciary, Saltmarsh Financial Advisors works closely with its clients to establish long-term relationships by providing personalized guidance on investing, retirement and estate planning while leveraging combined team expertise to manage tax-efficient portfolios.
Accounting Today’s yearly report recognizes the top 150 CPA financial planners by assets under management, which increased by 50% collectively over the past year. View the entire list of this year’s “Wealth Magnets” here.
With the uncertainty of 2020, many firms increased client communications through a more virtual environment. Saltmarsh Financial Advisors hosted multiple virtual events about the stock market, investing and the impact of 2020 on financial planning, which reached clients and prospects throughout the United States.
“At Saltmarsh, we have an integrated, team-based approach focused on wealth management, tax, trust and estate expertise,” said Saltmarsh Financial Advisors, LLC’s managing director, Christina Doss, AAMS®. “We have built strong relationships due to our conflict-free advice, and it has truly been a win-win for our clients and the firm. As a result, over the past few years, we have experienced significant organic growth in referrals and assets under management.”
This recognition follows Christina’s recent feature in the ‘Holistic Talk Issue’ of Advisors Magazine, which discussed the importance of a holistic financial approach to planning to achieve better results.