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Plan. Invest. Retire. Plan. Invest. Retire. Plan. Invest. Retire. Plan. Invest. Retire.
 

Individual Client Services

Financial planning for individuals and families

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Corporate Retirement Plan Services

Employment-sponsored retirement planning for business owners and plan sponsors

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Retirement Plan Administration

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

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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 1996-2017, based on total revenues.

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.