A complete list of active advisors currently associated with Eldridge Investment Advisors Inc.

Warmer can help you find a great advisor at Eldridge Investment Advisors Inc. or one who fits your needs even better.

Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm delivers ongoing portfolio management tailored to each client’s goals and offers written financial planning and client portal access to investment‑management clients at no additional charge. EIA offers both discretionary and non‑discretionary account arrangements, and may engage sub‑advisors or refer clients to third‑party managers and TPM platforms; its investment work draws on fundamental, technical, quantitative methods and modern portfolio theory with strategies set to clients’ stated objectives and risk tolerances. Accounts are generally reviewed at least quarterly, and the firm documents client goals and permits client‑imposed investment restrictions where practicable. Noteworthy for a firm of its size, EIA has an affiliated pension administration business and provides retirement‑plan services including acting as an ERISA 3(38) investment manager, an affiliation that is uncommon among peers. The firm also previously sponsored a wrap fee program but discontinued it in October 2025, and it maintains an operational relationship with LPL for custody and platform services, including transition‑assistance arrangements for certain associates.

To learn more about the advisors currently working at Eldridge Investment Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.