Why Choose Eldridge?
Independent by nature
Our independent, no-nonsense approach to investing goes hand in hand with our New England roots. We offer objective advice based on independent research. We are consultative by nature and not product oriented. We are structured and organized to help prevent conflicts of interest.
Beholden only to you
As true independents, we sell no investment products of our own. So, our investment advisors' energies are devoted solely to understanding and serving your individual financial objectives — not to proprietary product quotas and sales goals.
In-house investment strength
Unlike many financial advisors, Eldridge has its own in-house staff of senior client portfolio managers. These dedicated investment managers allow our financial advisors and retirement consultants to spend more time understanding and serving your needs while drawing on the resources and expertise of our full-time investment specialists.
Longevity and experience
While Eldridge is a permanent fixture in downtown Manchester, New Hampshire, we serve clients across New England and in over 22 other states. Our impressive personnel statistics: Of 16 current advisors and staff, the average tenure with the firm is 17 years; Our professionals have, on average, 26 years of industry experience. Clients appreciate the continuity of service that is a hallmark of our firm.
Ideally suited for business owners
We are especially well suited to advise the closely held businesses, principals and senior executives with real world consulting and planning that encompasses both your personal and business financial and retirement needs, including Advanced Plan Design assistance.
Through our partnership with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation,* Eldridge provides state-of-the-art technology to execute and manage all your investment activities and needs. Through LPL Financial, we offer you all the robust, online client account management, research and investor tools that you would expect from any large, national investment firm.
Driven by trust
At Eldridge everything we do has one goal—to earn your trust by providing you with the best possible, fee-transparent investment and retirement strategies based on independent research, objective advice, and excellent customer service.
* As reported in Financial Planning magazine 1996-2016, based on total revenues.
Our partnership with LPL Financial offers freedom of product choice, quality service, regulatory support, and comprehensive technological capabilities.
Download the brochure: The Strength of Partnership
View the video: Where Investors' Goals Come First