Services

Eldridge Investment Advisors, Inc. provides investment and retirement consulting services to individuals and institutions. Retirement plan administration services are offered through our affiliated organization, Stephen Eldridge & Company, Inc.

Individual Client Services

• Financial Planning
• Investment Management
• Retirement Planning
• Education Planning
• Risk Management & Insurance Planning
• Tax Planning
• Estate Planning

Corporate Retirement Plan Services

• Retirement Plan Consulting
• Independent ERISA Fiduciary Services
• Retirement Plan Administration*
• Advanced Plan Design
• Investment Vendor Analysis & Search
• Investment Due Diligence
• Participant Education Services

* Retirement Plan Administration is provided through our affiliated organization, Stephen Eldridge & Company, Inc.