Saltmarsh, Cleaveland & Gund

Saltmarsh, Cleaveland & Gund Saltmarsh is an advisor consulting firm founded in 1944. The firm serves clients throughout the U.S.

Saltmarsh is a unique firm with an established reputation for building solid relationships through sound advice. Founded in the early 1940’s and thriving through generations of ownership, our aim is to demonstrate we are not only professionals you call upon out of necessity but trusted advisors you lean on when making important decisions impacting you, your family or business. Saltmarsh provides a

full range of professional compliance and consulting services to many industries and high net worth individuals. These services include external/internal audit and assurance, tax planning, consulting and preparation, investment and wealth management, estate planning, information technology consulting and computer systems evaluation, business valuation, litigation support, human resources consulting, employee benefits administration and various business advisory services.

Meet Buster, aka the Bacon-Powered Bodyguard! 🥓Buster enjoys long walks, snuggling, and bacon-induced comas. While he ta...
06/03/2026

Meet Buster, aka the Bacon-Powered Bodyguard! 🥓

Buster enjoys long walks, snuggling, and bacon-induced comas. While he takes his security duties very seriously, he'll protect you from absolutely nothing. Equal parts cuddle expert and professional napper, Buster's biggest threat is stealing your spot on the couch and your heart. ❤️

When onboarding ACH originators, ODFIs play a critical role in maintaining the security, integrity, and compliance of th...
06/02/2026

When onboarding ACH originators, ODFIs play a critical role in maintaining the security, integrity, and compliance of the network. From conducting and verifying customer identities to monitoring transactions and managing risk, ODFIs are responsible for helping ensure ACH activity remains safe and compliant with requirements.

In our latest article, Sallie O'Brien, AAP, APRP, AFPP, breaks down the key responsibilities ODFIs should understand when onboarding ACH originators and the steps they can take to support a secure payment environment. Looking to strengthen your ACH compliance program? Read the full article: https://hubs.li/Q04jKLX_0

  Speaker Spotlight: Brian Bailey, Global Head of Research, Trimont ✨ Brian Bailey joins BankTalk to deliver a timely Ec...
06/01/2026

Speaker Spotlight: Brian Bailey, Global Head of Research, Trimont ✨ Brian Bailey joins BankTalk to deliver a timely Economic Update with a focused look at commercial real estate. As markets continue to shift, Brian will break down key economic indicators, sector trends, and what they signal for commercial real estate performance moving forward.

If you’re looking to better understand where the economy and CRE intersect, this is a session you won’t want to miss. Register now to secure your spot: https://hubs.li/Q04jx3840

  Speaker Spotlight: Becky Reed, COO, BankSocial✨ Becky brings a forward-looking perspective on one of banking’s most ta...
05/28/2026

Speaker Spotlight: Becky Reed, COO, BankSocial✨ Becky brings a forward-looking perspective on one of banking’s most talked-about innovations: stablecoins. In her session, “Stable Coins: A Bank Executive’s Roadmap,” she’ll explore how by 2026, stablecoins should no longer be viewed as a threat to the banking system, but as an upgrade to its aging operating system.

Don’t miss this forward-thinking conversation at BankTalk in St. Petersburg, FL on August 17 and 18! Register now to secure your spot: https://hubs.li/Q04jc8-T0

The   landscape is constantly evolving, and for organizations today, staying informed is more important than ever.Join D...
05/26/2026

The landscape is constantly evolving, and for organizations today, staying informed is more important than ever.

Join DJ Ezelle for the upcoming WISSE Virtual Education session on June 11th at 4 pm ET/3 pm CT, Cybersecurity: The Evolving Landscape. Industry professionals discuss emerging risks, evolving threats, and practical insights organizations should be aware of in today’s digital environment.

Looking forward to an informative conversation and the opportunity to connect with others across the industry. Sign up today: https://hubs.li/Q04hJ7Jh0

Today, we pause to reflect, remember, and honor the courageous men and women who gave their lives in service to our coun...
05/25/2026

Today, we pause to reflect, remember, and honor the courageous men and women who gave their lives in service to our country.

We’re incredibly proud to share that we have been recognized in the 2026 Association for Accounting Marketing (AAM) Mark...
05/21/2026

We’re incredibly proud to share that we have been recognized in the 2026 Association for Accounting Marketing (AAM) Marketing Achievement Awards for our integrated branding program.

This recognition means a great deal to us, not just because of the award itself, but because of what it represents. Our rebrand was truly a firmwide effort, shaped by the voices, , and dedication of our people across every office and every discipline. It reflects who we are at our core: a relationship-driven firm built on , trust, and a shared commitment to serving others.

Seeing that story come to life and creating a unified experience across Saltmarsh and Saltmarsh Financial Advisors, LLC, this journey has been about honoring our legacy while thoughtfully building what comes next. We’re grateful to our team, our clients, and our partners who continue to be part of this story. This award belongs to all of you.

Here’s to continuing to grow, evolve, and build something meaningful together: https://hubs.ly/Q04hpsgS0

Our Beacon Leadership Experience in   and   is wrapped! 🌟🙌 These future   leaders got a firsthand look at  , connected w...
05/20/2026

Our Beacon Leadership Experience in and is wrapped! 🌟🙌

These future leaders got a firsthand look at , connected with our team Maddie McGillis, Madison Hill, Mark Maddox, Ellie Cotton, Caleb Henderson, Brian Brown, Mallory Zimmerman, Ron Hutton, Arty Escobar, Sam Wiley, and Cristine Torrefranca, and asked thoughtful questions, experiencing what it really means to be part of the Saltmarsh family.

We’re proud to support and share this journey with the next generation of accounting leaders! Read more: https://hubs.li/Q04hl35W0

What is the IRS CP53E Notice and why are people receiving it?This notice is typically issued when the   is unable to pro...
05/19/2026

What is the IRS CP53E Notice and why are people receiving it?

This notice is typically issued when the is unable to process a direct deposit refund due to missing, incorrect, or rejected banking information. In many cases, have a limited window to update their information before refunds are delayed.

Our latest blog breaks down:
• What IRS Notice CP53E means
• Why you may have received it
• Steps you should take to avoid refund delays
• What to watch for as scammers attempt to take advantage of taxpayer confusion

If you’ve received this notice or think you may be affected, now is the time to review your next steps carefully.
Read the full blog here: https://hubs.li/Q04h7Fdj0

A huge thank you to Arriba Advisors for their support of  ! 🙌 Their partnership is what makes events like this possible ...
05/18/2026

A huge thank you to Arriba Advisors for their support of ! 🙌 Their partnership is what makes events like this possible — bringing banking leaders together for the conversations that matter most.

This August, join us for two days in St. Petersburg, FL, for forward-focused sessions on , , and , all designed specifically for community bankers. Whether you lead the bank or manage a business unit, you'll walk away with insights you can put into action. Explore the event, speaker lineup, and more at: https://hubs.li/Q04frXvr0

Address

900 N 12th Avenue
Pensacola, FL
32501

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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