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Plan. Invest. Retire. Plan. Invest. Retire. Plan. Invest. Retire. Plan. Invest. Retire.
 

Individual Client Services

Financial planning for individuals and families

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Corporate Retirement Plan Services

Employment-sponsored retirement planning for business owners and plan sponsors

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Retirement Plan Administration

Third-party administration of company retirement plans provided through Stephen Eldridge & Company, Inc.

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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

Why Choose EIA? 

* As reported in Financial Planning magazine 1996-2016, based on total revenues.

Helpful Content

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.