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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

Employer Retirement Plan Services

  • 401k & 403(b) Consulting
  • ERISA Section 3(21) & 3(38) Fiduciary Services
  • Investment Policy & Monitoring
  • Fee Benchmarking & Vendor Analysis
  • Retirement Plan Committee Support
  • Employee Education
  • Advanced Plan Design Assistance & Compliance Support 

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