Saltmarsh Financial Advisors Welcomes Jeff Crouse

Saltmarsh Financial Advisors announces that Jeff Crouse, CFP^®, has joined their team as a Financial Advisor. Saltmarsh Financial Advisors provides tax-efficient, cost-effective wealth management solutions to individual and institutional clients throughout Florida and across the United States.
 
Jeff has more than eight years of experience in financial services, advising individuals, families, and business owners on comprehensive wealth management strategies. Jeff’s expertise spans retirement planning, financial planning, estate planning, investment management, risk management, and business and succession planning.
 
"We are thrilled to welcome Jeff to the team. He’s a seasoned advisor whose commitment to client service and professional excellence mirrors the standards we've built our practice on,” said Michael Hall, CFP®, Managing Director of Saltmarsh Financial Advisors. “Jeff's expertise in expanded asset class investment strategies is a natural complement to our proven investment approach. This addition reflects our continued investment in attracting top-tier talent to serve clients who trust us with their financial futures.”
 
Most recently, Jeff served in advisory roles at Fidelity Investments, helping clients align their financial goals with long-term strategic plans. He is a Certified Financial Planner (CFP®) and a graduate of the University of Kentucky, where he earned a bachelor’s degree in accounting and finance.

ABOUT SALTMARSH FINANCIAL ADVISORS, LLC
Saltmarsh Financial Advisors, LLC is an independent investment advisory firm focused on providing tax-efficient, low-cost wealth management solutions based on our clients’ best interests. Our experienced team of fiduciaries has decades of industry experience in financial planning and industry-leading state-of-the-art portfolio design with an investment philosophy based on Nobel Prize-winning research. Saltmarsh Financial Advisors is an affiliate of Saltmarsh, one of the largest accountant-led business advisory firms in the Southeastern U.S. Our mission statement, “Achieving Success by Contributing to the Success of Others,” is core to our client approach and has captured industry-wide attention as one of Accounting Today’s Top Firms by AUM. For more information, please visit www.saltmarshfa.com or call (800) 477-7458.
 
ABOUT SALTMARSH
Saltmarsh is a ‘Top 200’ business advisory and consulting firm with more than 170 professionals nationwide. Since 1944, the firm has provided a range of financial services, including tax, accounting and related advisory services, employee benefits consulting, valuation and transaction advisory services, managed security and IT services. Saltmarsh offers industry-tailored solutions to clients in the financial institution, construction and real estate, manufacturing, healthcare, government, and nonprofit sectors. Saltmarsh has been recognized by Accounting Today as a Regional Leader, Best Firm to Work For and ranked #4 nationally as a Best Firm for Young Accountants. The firm is also a proud recipient of ClearlyRated’s Best of Accounting™ Award, based on a world-class Net Promoter® Score(NPS) rating from current clients. For more about Saltmarsh, please visit www.saltmarshadvisors.com.