Individual Client Services
Financial planning for individuals and familiesLearn More
Corporate Retirement Plan Services
Employment-sponsored retirement planning for business owners and plan sponsorsLearn More
Retirement Plan Administration
Third-party administration of company retirement plans provided through Stephen Eldridge & Company, Inc.Learn More
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
Why Choose Eldridge?
* As reported in Financial Planning magazine 1996-2016, based on total revenues.