Saltbox Financial is a boutique, women-owned, fee-only financial planning firm based in Amesbury, Massachusetts. We provide fiduciary financial planning services by the hour and on retainer. We pride ourselves on providing creative, values-based financial planning services with a personalized touch to clients of all backgrounds and income levels. We operate under the principles of cooperative work – everybody has input and we value the collective mind.
Saltbox is on the forefront of impact investing and we advise our clients on investing all along the social impact spectrum, from basic ESG funds to out-of-market investments in community development funds. This is a LGBTQ+ friendly firm with a large contingent of non-traditional families as clients. We consider ourselves a safe haven for those who are historically underrepresented in the financial industry, both as clients and as employees.
Company Details
- Employees
- 8
- Founded
- 1999
- Address
- 110 Haverhill Rd, Amesbury,massachusetts 01913,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://saltboxfinancial.co
- Keywords
- Socially Responsible Investments, Alternative Investments, Accessible Financial Planning, CDFI and Community Investments, Custom Portfolios, Whole Life Planning.
- HQ
- Amesbury, Massachusetts
- Competitors
- Pearl Wealth LLC, LEVATUS | Wealth Counsel and Investment Management, Palo Gallery, Toler Financial Group, Utilized Travel Source, Java Wealth Planning, LLC, Echo Wealth Management, LLC, The Tiny House Adviser LLC | Tiny House & Alternative Living Financial Planner, Beyond Your Hammock, Choreo.
Saltbox Financial Questions
Saltbox Financial's website is http://saltboxfinancial.co
Saltbox Financial's LinkedIn profile is https://www.linkedin.com/company/saltboxfinancial
Saltbox Financial has
8 employees.
View email and phone details for 8
employees at Saltbox Financial.
Saltbox Financial's industry is
Financial Services
Saltbox Financial's top competitors are
Pearl Wealth Llc,
Levatus | Wealth Counsel And Investment Management,
Palo Gallery,
Toler Financial Group,
Utilized Travel Source,
Java Wealth Planning, Llc,
Echo Wealth Management, Llc,
The Tiny House Adviser Llc | Tiny House & Alternative Living Financial Planner,
Beyond Your Hammock,
Choreo.
Saltbox Financial's categories are Financial Services
Saltbox Financial's founding year is 1999
