Home | Eldridge Investment Advisors, Inc.

Individual Client Services

Financial planning for individuals and families

Corporate Retirement Plan Services

Employment-sponsored retirement planning for business owners and plan sponsors

Retirement Plan Administration

Third-party administration of company retirement plans provided through Stephen Eldridge & Company, Inc.

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 2020-2024 based on total revenues.

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