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 recent market uncertainty, Saltmarsh Financial Advisors has published a series of blogs about weathering the market storm, inflation and the Federal Reserve and hosted a virtual webinar on the impact of major events on markets over time for strategies on how to combat inflation within your portfolio.
“Over Saltmarsh Financial Advisors’ 25-year history, the evolving needs of our clients during wealth accumulation, preservation and distribution has led us to an investment philosophy that takes a holistic approach to planning and a steadfast commitment to integrity,” said Saltmarsh Financial Advisors, LLC’s managing director, Christina Doss, AAMS®. “As fiduciaries, we are dedicated to doing what’s best for those we serve. We continue to provide a deep pool of talent and resources to support our clients’ multi-generational financial planning, wealth management, tax and estate planning needs.”
About Saltmarsh Financial Advisors, LLC
Saltmarsh Financial Advisors, LLC is an independent investment advisory firm focused on providing tax efficient, low-cost wealth management solutions based on our clients’ best interest. Our experienced team of fiduciaries has decades of industry experience in providing cash-flow based financial planning and industry leading state-of-the-art portfolio design with an investment philosophy based on Nobel Prize recognized research. Our mission statement, “Achieving Success by Contributing to the Success of Others,” is core to our client approach. Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund, one of the largest CPA-led business advisory firms in the Southeastern U.S.