In the News:
Eldridge Investment Advisors To Host
CPA CPE Forum on June 12, 2014
Save the date for our next educational and networking event for CPAs. Click to learn more...
Garner Named Chair of NAPA Retirement Plan Academy Advisory Group
Craig co-authored the newly released 401(k) Practice Builder course from the National Association of Plan Advisors.
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
* As reported in Financial Planning magazine 1996-2012, based on total revenues.