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

6/20/2024 - By Nancy Patton

Saltmarsh Financial Advisors, LLC, has been recognized by Accounting Today as a top firm by total assets under management (AUM) for the fourth year in a row. As an independent fiduciary, Saltmarsh Financial Advisors establishes longstanding relationships by providing personalized guidance on investing, retirement and estate planning while leveraging combined team expertise to manage tax-efficient portfolios.

Accounting Today’s annual report recognizes successful CPA financial planners in the country – the top 150 firms by assets under management. View the 2024 “Wealth Magnets” here.

“We are thrilled to be recognized once again as a Top AUM (Assets Under Management) Firm by Accounting Today,” said Saltmarsh Financial Advisors, LLC’s managing director, Christina Doss, AAMS®. “Markets go through regular cycles, and we have worked diligently to help our clients navigate the volatile market and inflation of recent years. Despite these fluctuations, our clients appreciate our unwavering focus on their goals through comprehensive planning and wealth management. We are pleased that our clients continue to express their satisfaction by referring like-minded individuals who will benefit from our consistent and team-based fiduciary approach.”

Staying the course has been a consistent theme throughout the inflationary pressures of recent years. The thought leaders at Saltmarsh Financial Advisors routinely publish valuable insights and resources on weathering challenging market volatility.

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