A complete list of active advisors currently associated with Saltbox Financial LLC

Warmer can help you find a great advisor at Saltbox Financial LLC or one who fits your needs even better.

Saltbox Financial LLC provides fee‑only financial planning and investment advisory services to individuals, couples, families and select charitable organizations. The firm offers both ongoing comprehensive wealth management engagements and standalone financial planning, and it makes tax preparation services available to clients (for comprehensive wealth management households the preparation of one Form 1040 and one state return is included). Portfolios are customized to clients’ tax situation, risk tolerance and goals and may include actively managed mutual funds, index funds, ETFs, individual bonds and alternative investments; the adviser conducts manager due diligence that can include direct interviews with fund managers and private equity founders. Saltbox typically manages client assets on a discretionary basis, may recommend Outside Managers for specific mandates, and in limited circumstances uses advisor‑managed annuities through Nationwide’s Advisory Solutions program. Notable features that distinguish the firm include an in‑house tax capability and the formal adoption of the NAPFA Fiduciary Oath as its code of ethics. Saltbox is a small team managing roughly $97.25 million (about $95.36 million discretionary) for approximately 46 clients, operates on a strict fee‑only basis without commission arrangements, and does not vote client proxies.

To learn more about the advisors currently working at Saltbox Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.