Independent by nature. Driven by trust.
Eldridge Investment Advisors, Inc. is one of the region’s leading independent investment advisory firms focused on investment and retirement plan consulting. Through our partnership with LPL Financial, the nation's #1 independent brokerage firm*, we have the flexibility to utilize optimal investment strategies to help you meet your needs, not ours.
As fiduciaries, 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 the very 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 1996-2011, based on total revenues.