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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 1996-2020, based on total revenues.

Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.