In the News:
CPA CPE Forum Scheduled for June 11, 2013
A full-day educational event in Manchester, NH will provide opportunity to earn up to 18 CPE credits.
Kevin Whitmore Earns Divorce Financial Analyst Designation
CDFA™ designees work alongside divorce lawyers, mediators, and other professionals in helping clients understand the financial impacts of any proposed divorce settlement
Read full news release...
Independent by nature. Driven by trust.
Eldridge Investment Advisors, Inc. is an independent investment advisory firm focused on investment and retirement plan consulting. Through our relationship with LPL Financial, the nation's #1 independent brokerage firm,* we have wide flexibility to build investment strategies to help you meet your needs, not ours.
As ERISA fiduciaries in an advisory capacity, we work solely in your best interest. As independents, we sell no investment products of our own, allowing our investment advisors to devote their time to understanding and serving your needs — not meeting sales goals or product quotas. Our independence gives us the freedom to select from among the best of the nation's leading providers of investment and insurance products.
Eldridge Investment Advisors serves:
- Individuals and families
- Closely held businesses
- Retirement plan sponsors/trustees
- Corporations, non profits, associations
- Trusts
* As reported in Financial Planning magazine 1996-2012, based on total revenues.