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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 1996-2017, based on total revenues.

Helpful Content

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.