Updates About COVID-19 (Coronavirus) - Learn More

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

6/24/2021 - By Allie Jackson

We are honored to be recognized by Accounting Today as a top firm by total assets under management (AUM)!

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 uncertainty of 2020, many firms increased client communications through a more virtual environment. Saltmarsh Financial Advisors hosted multiple virtual events about the stock market, investing and the impact of 2020 on financial planning, which reached clients and prospects throughout the United States. 

“At Saltmarsh, we have an integrated, team-based approach focused on wealth management, tax, trust and estate expertise,” said Saltmarsh Financial Advisors, LLC’s managing director, Christina Doss, AAMS. “We have built strong relationships due to our conflict-free advice, and it has truly been a win-win for our clients and the firm. As a result, over the past few years, we have experienced significant organic growth in referrals and assets under management.” 

This recognition follows Christina’s recent feature in the ‘Holistic Talk Issue’ of Advisors Magazine, which discussed the importance of a holistic financial approach to planning to achieve better results.

 


Past Articles

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

2021 Saltmarsh, Cleaveland & Gund • Privacy Policy

Stay Connected

Sign up to receive updates and important information from Saltmarsh!

FIRM FAST FACTS