Company profile

Saltbox Financial LLC

We pride ourselves on providing creative, values-based financial planning services with a personalized touch.

Industry
Financial Services
Employees
5
Headquarters
Portsmouth, New Hampshire
Founded
1999
LinkedIn followers
109
Office locations
1

Saltbox Financial LLC company summary

Saltbox Financial LLC is a company in the Financial Services industry, headquartered in Portsmouth, New Hampshire, founded in 1999. On LinkedIn the company has around 5 employees and 109 followers. Its listed specialties include Socially Responsible Investments, Alternative Investments, Accessible Financial Planning, CDFI and Community Investments, Custom Portfolios.

What technology does Saltbox Financial LLC use?

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About Saltbox Financial LLC

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.

Specialties

Socially Responsible InvestmentsAlternative InvestmentsAccessible Financial PlanningCDFI and Community InvestmentsCustom PortfoliosWhole Life Planning

Where is Saltbox Financial LLC located?

Saltbox Financial LLC lists 1 location.

Portsmouth, New Hampshire, USHQ
135 McDonough St

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Frequently asked questions about Saltbox Financial LLC

What does Saltbox Financial LLC do?

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.

How many employees does Saltbox Financial LLC have?

Saltbox Financial LLC has around 5 employees on LinkedIn.

Where is Saltbox Financial LLC headquartered?

Saltbox Financial LLC is headquartered in Portsmouth, New Hampshire.

When was Saltbox Financial LLC founded?

Saltbox Financial LLC was founded in 1999.

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