MA · Amesbury

Fiduciary advisors in Amesbury, MA

1 advisor with offices in Amesbury. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Amesbury

Saltbox Financial LLC

Amesbury, Massachusetts

Independent RIA

Saltbox Financial LLC is an independent, fee-only registered investment advisor based in Amesbury, Massachusetts, operating since 1999 under its original name Peace of Money. The firm, owned by CFP® professionals Vera Kelsey-Watts and Leslie Modica, both NAPFA-registered advisors, provides financial planning, investment management, and tax preparation services to individuals and families nationwide with no minimum asset requirements. As a fiduciary with SEC and state registration in Massachusetts and New Hampshire, the firm charges only advisory fees and accepts no commissions or third-party compensation.

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Financial advisors in Amesbury, Massachusetts

Advisors serving Amesbury specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Massachusetts's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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