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Our History

In 1972, Stephen F. Eldridge founded Stephen Eldridge & Company, Inc. providing services in pension administration. Following the passage of the Employee Retirement Income Security Act of 1974 (ERISA), Steve quickly distinguished himself as a pioneer in helping legal and accounting firms interpret and comply with ERISA guidelines. As 401(k) plans quickly grew in popularity in the early eighties, the company expanded the scope of its services and resources to serve the growing needs of plan sponsors and their participants in a rapidly changing retirement landscape.

In 1992, Eldridge Investment Advisors, Inc. — a registered investment advisor (RIA) — was established to assist clients with their plan investment and personal asset management needs. Eldridge Investment Advisors continues to add deep talent and expertise in investment management, financial planning and qualified plan consulting through its registered financial advisors and associates, and its partnership with LPL Financial.