In the News:
Garner, Weisman and Mello Attend ASPPA Conference in Washington, DC
Federal topics impacting retirement plans include proposals to eliminate tax incentives for 401(k) plans.
Justin Londergan Receives Designation of Professional Plan Consultant™
The designation provides tools and commitment to ongoing training in fiduciary best practices in the management of qualified retirement plans subject to ERISA.
Stephen Eldridge Recognized as Top Financial Advisor by LPL Financial
As a member of LPL Financial's Executive Council, Steve is among the top 1% of advisors nationwide.
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.