Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today for the Third Time

6/23/2023 - By Jayme Terrell

Saltmarsh Financial Advisors, LLC, is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM) for the third year in a row. As an independent fiduciary, Saltmarsh Financial Advisors establishes 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 most successful CPA financial planners in the country – the top 150 firms by assets under management. View the entire list of this year's “Wealth Magnets” here.

“We are thrilled Saltmarsh Financial Advisors has again been recognized as a Top AUM (Assets Under Management) Firm by Accounting Today,” said Saltmarsh Financial Advisors, LLC’s managing director, Christina Doss, AAMS®. “Markets routinely cycle, and we have diligently assisted clients in navigating the particularly volatile market and accompanying inflation of the past few years. Despite market fluctuations, our clients value our steady focus on their goals through planning and wealth management. We are so pleased clients continue to show their appreciation with referrals of like-minded individuals who will benefit from a consistent and team-based fiduciary relationship.” 

Staying the course has been a consistent theme throughout the last couple of years of navigating an uncertain and inflationary economy. The thought leaders at Saltmarsh Financial Advisors have published valuable insights and resources on how to weather challenging market volatility.

Join us in congratulating the Saltmarsh Financial Advisors team! 

Related Posts