Safe Harbor Fiduciary, LLC, a small investment advisory firm based out of Pensacola, FL, caters to a diverse clientele with over 270 individual clients and assets under management totaling more than $106,183,000. With three strategically located offices, Safe Harbor Fiduciary is well-positioned to serve its clients' needs effectively. The firm has established a solid reputation in managing employer 401Ks and individual assets, constituting roughly 50% of their portfolio. Their extensive experience in this space allows them to provide exceptional guidance and support to clients seeking to secure their financial future. Safe Harbor Fiduciary operates under a discretionary management structure, enabling them to make investment decisions on behalf of their clients without constant consultation. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and fixed fees to align with clients' unique needs. Comprising a total of four employees, Safe Harbor Fiduciary dedicates two professionals to provide comprehensive investment advisory services. On average, each investment advisor oversees approximately $53,090,000 in assets under management, in line with industry standards. Scott McCaghren and Howard Marshall, two highly experienced registered advisors, have been instrumental in establishing Safe Harbor Fiduciary's credibility and are recognized as the firm's longest-tenured professionals. Their expertise, combined with the firm's commitment to personalized service and sound financial strategies, make Safe Harbor Fiduciary a trusted partner for clients seeking reliable investment management and advisory solutions in the Pensacola area.

Saltmarsh Financial Advisors, L.L.C., headquartered in Pensacola, FL, is a prominent local investment advisory firm. With two offices, they have established a strong presence in the region. The firm consists of six highly skilled professionals, all dedicated to providing exceptional investment advisory services to their clients. The team at Saltmarsh Financial Advisors possesses extensive expertise and experience in managing investment portfolios. Each investment advisor handles an average of approximately $13,920,000 in assets under management, reflecting their ability to effectively navigate the financial markets. Saltmarsh Financial Advisors serves a diverse client base, catering to over 170 individual clients. Their clients entrust them with a substantial total of $247,414,000 in assets under management. Notably, a significant portion of these assets, nearly half, is sourced from employer 401Ks and individuals. This demonstrates the firm's strong track record in managing retirement plans and personal investments. All of the assets managed by Saltmarsh Financial Advisors are discretionary, indicating that clients have full confidence in their investment decisions. The firm's compensation structure is multifaceted, encompassing various types such as a percentage of assets under management, hourly charges, and commissions. Saltmarsh Financial Advisors prides itself on its team of dedicated and experienced professionals. Notable individuals among their longest-tenured advisors include Charles Stennett, Christina Doss, and George Peaden. Their extensive knowledge and commitment to client success contribute to the firm's excellent reputation and continued growth in the industry.

Brown Financial Advisory is a small investment advisory firm based out of Fairhope, AL. With one office, the firm employs a total of six individuals, four of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $62,760,000, which aligns with the industry average. In terms of compensation, Brown Financial Advisory employs a diverse structure that includes a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, the firm possesses the capability to manage employer funds. Notably, 99% of the assets they oversee are under their discretionary management. The firm primarily serves high-net-worth individuals, managing a significant amount of their assets. Brown Financial Advisory boasts a client base of over 120 individuals, with a remarkable $251,053,000 in assets under management. Notable among the firm's experienced advisors are Harvey Hutchinson, Joshua Lancaster, and Daniel Mcleod, who have all demonstrated long-standing dedication and expertise. Combining industry-standard practices, a client-centric approach, and a team of seasoned advisors, Brown Financial Advisory provides tailored investment advisory services to their clientele. With a focus on growing and preserving their clients' wealth, the firm is committed to delivering comprehensive financial strategies and personalized solutions to help clients achieve their financial goals.

FSA Investment Group, LLC, a prominent local investment advisory firm headquartered in Pensacola, FL, serves a diverse clientele of over 40 individual clients. With assets under management totaling an impressive $508,546,000, FSA Investment Group excels at providing personalized financial solutions to meet their clients' unique needs. The firm's commitment to excellence is reflected in their four strategically located offices, ensuring convenient accessibility for their clients. In addition to their investment advisory services, FSA Investment Group also operates as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial well-being. FSA Investment Group's compensation structure is designed to align with their clients' success, incorporating various methods such as a percentage of assets under management and fixed fees. This approach ensures transparency and fosters a strong sense of trust between the firm and their valued clients. With a team of nine dedicated professionals, eight of whom specialize in investment advisory services, FSA Investment Group provides expert guidance and support. Each investment advisor manages an average of approximately $63,570,000 in assets under management, which stands in line with the industry average, demonstrating their competence and experience. At FSA Investment Group, continuity and experience are valued. The firm boasts a number of long-tenured advisors, including esteemed professionals such as Daniel Kopack, Nancy Lowrey, and Johnathan Hosman. Their wealth of knowledge and expertise further contributes to the firm's stellar reputation. In summary, FSA Investment Group, LLC is a trusted investment advisory firm based in Pensacola, FL, catering to a diverse range of clients. With their comprehensive services, experienced team, and substantial assets under management, they are well-equipped to help clients achieve their financial goals.

Armada Advisors, headquartered in Pensacola, FL, is a small investment advisory firm dedicated to providing expert financial guidance to clients. With a team of two highly skilled professionals, Armada Advisors offers a comprehensive range of investment advisory services. Their collective expertise has helped them establish a strong reputation in the industry. With an average of $67,720,000 in assets under management per investment advisor, Armada Advisors performs at a level consistent with the industry average. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. Catering to a diverse clientele, Armada Advisors currently serves over 460 individual clients, managing assets totaling over $133,669,000. Notably, half of their assets under management originate from employer 401Ks or individuals, indicating their extensive experience and proficiency in this sector. Additionally, an impressive 88% of the assets they manage are discretionary, highlighting the trust clients place in their expertise. Operating from a single office in Pensacola, Armada Advisors is deeply rooted in the local community. Wesley Odom and Trevor Odom, two of the firm's longest tenured registered advisors, bring invaluable experience and knowledge to the table. Clients can rely on Armada Advisors for personalized, client-centric investment strategies tailored to their unique financial goals.