Saltmarsh Financial Advisors, LLC

10/15/2026

To our neighbors, clients and colleagues impacted by Hurricane Isaias: our thoughts are with you.

As you take care of the people and priorities that need you most, please rest assured our entire Saltmarsh team is here to help you work through the storm’s financial impact and questions ahead.

Following Hurricane Isaias, the IRS has announced tax relief for eligible individuals and businesses in designated Florida and Alabama counties, postponing certain federal filing and payment deadlines.

Relief varies by location and tax obligation. Your Saltmarsh advisor can help you understand what applies to you and work through storm-related accounting and financial questions.

We’re here to help.

Read our tax alert for details:
https://www.saltmarshadvisors.com/news/blog/hurricane_isaias_tax_extension.asp

09/10/2026

We’re honored to be recognized by Accounting Today as one of the nation’s top firms by assets under management (AUM) for the sixth consecutive year! The accolade reflects something we care about far more than the recognition itself. Our passion is the families and business owners who have trusted us to help them invest wisely, plan for their most important goals, and navigate decisions that shape a lifetime.

As an independent fiduciary, Saltmarsh Financial Advisors is committed to providing personalized, thoughtful guidance built for each client’s goals. As Michael Hall, CFP®, managing director of Saltmarsh Financial Advisors, shared, “Earning that trust, one client at a time, truly defines us.” We’re grateful to our clients for allowing us to be part of their financial journeys, and to our team for making this recognition possible. Read more: https://hubs.li/Q04x6WR50

09/08/2026

Retirement is about more than saving enough, it’s about having a strategy for how you’ll use the wealth you’ve built. In her latest article, Sarah Horne, CFP, explores the importance of retirement income planning and how thoughtful withdrawal strategies can help retirees navigate taxes, market risk, Social Security and changing spending needs.

Because having a plan for your money in retirement can be just as important as having saved it in the first place. 👉 Read Sarah’s latest article to learn more about building a retirement income strategy designed to help your savings last: https://hubs.ly/Q04wWp1X0

09/03/2026

Our team is growing! ✨

At Saltmarsh Financial Advisors, our work goes beyond managing wealth, we improve our clients’ lives and help create positive impacts that can reach the next generation and their communities.

We are hiring for two positions:

A Client Service Coordinator, who is organized, energetic, personable and ready to support our advisors and clients. This client-facing role at our Pensacola office is an opportunity to build your career while making a meaningful impact. Apply Today: https://hubs.li/Q04wrpFL0

An experienced Financial Advisor who wants ownership of their client relationships, a fiduciary platform to stand on and a team to help deliver exceptional client service. This role is open preferably in Tampa, with Orlando also in consideration. You built the book. Now build what’s next. Apply today: https://hubs.li/Q04wryc00

07/21/2026

When planning for retirement, most people focus on building wealth. But have you considered how you'll protect it if long-term care becomes part of your future?

In her latest blog, Christina Doss, AAMS®, explores one of the most overlooked risks in retirement planning: the potential cost of long-term care. From understanding today's care options to evaluating how long-term care insurance has evolved, Christina shares practical insights to help individuals and families prepare with confidence.

Planning ahead isn't just about protecting your retirement assets, it's about preserving your independence and reducing the burden on those you love. If you needed long-term care tomorrow, would your retirement plan be ready?

Read more: https://hubs.li/Q04q2CYw0

07/08/2026

For many successful individuals, there comes a point when wealth begins to represent something more than financial success.

In this latest blog, Pierce Broscious, CFP explores how legacy planning extends beyond estate documents to include the values, purpose, and conversations that help shape the impact your wealth can have for generations to come.

Whether you're beginning to think about your legacy or revisiting an existing plan, asking the right questions today can help ensure your intentions are reflected tomorrow. What do you want your wealth to say about you after you are gone? Read more: https://hubs.li/Q04nQkP70

06/28/2026

This , we recognize and celebrate the individuals, perspectives, and experiences that enrich our communities and workplaces. At Saltmarsh Financial Advisors, we believe that fostering an environment where everyone feels valued, respected, and supported helps us all grow stronger together. 💛

06/09/2026

Accessing liquidity doesn’t always have to mean triggering capital gains. For individuals and business owners with highly appreciated assets, thoughtful planning can create flexibility without unnecessary tax consequences. In this piece, Michael Hall, CFP explores strategies that help unlock liquidity while preserving long-term value and keeping your overall financial plan intact.

Because the goal isn’t just access to capital—it’s doing it in a way that keeps more of it working for you. Read more on how strategic planning can create options without costly tax tradeoffs: https://hubs.li/Q04kMGpX0

06/04/2026

Women often face unique financial challenges throughout their lives, from career transitions and caregiving responsibilities to longer life expectancies and wealth transfer decisions. That's why financial planning isn't one-size-fits-all.

In the latest episode of Giving Value to Your Money, Why Women Need a Different Financial Plan, our team, Christina Doss, AAMS (Partner), Sarah Horne, CFP (Associate Financial Advisor), and Michael Hall, CFP (Managing Director), discuss the importance of trust, stewardship, and building financial strategies around each client's unique goals and circumstances. Listen to the full conversation here: https://hubs.li/Q04k4ZB20

05/14/2026

Mega-IPOs are back in the headlines, but history reminds us that big valuations don’t always translate to strong first-day or long-term performance. From SpaceX to OpenAI, the hype is real, but so is the data: IPOs have historically underperformed once they hit public markets.

We stay focused on what doesn’t change, fundamentals over fanfare, discipline over headlines. Curious how mega-IPOs like SpaceX, OpenAI, and Anthropic could impact markets: https://hubs.li/Q04gDR_60