Saltmarsh Financial Advisors Once Again Recognized as Top Wealth Advisory Firm by Accounting Today

6/10/2022 - By Allie Jackson

Saltmarsh Financial Advisors, LLC is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM) once again!

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.”

Congratulations to our Saltmarsh Financial Advisors!