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 discretionary and non‑discretionary investment management, financial planning (provided to investment management clients at no additional charge), and retirement plan consulting for individuals, trusts, estates, charitable organizations, and pension and profit‑sharing plans. The firm manages roughly $814 million in client assets and uses both in‑house management and relationships with sub‑advisors and third‑party managers to implement client programs. Its investment process employs a mix of fundamental, technical, quantitative and cyclical analysis alongside Modern Portfolio Theory, with portfolios tailored to each client’s objectives, risk tolerance, and time horizon and reviewed at least quarterly. For retirement plans the firm offers ERISA 3(38) discretionary management, investment policy development and monitoring, and participant education, and it acts as a solicitor or referral source to third‑party managers when appropriate. The brochure discloses a material affiliation with a related pension administration and insurance broker entity (Eldridge Co.), which provides pension administration services and creates referral pathways as well as potential conflicts that are disclosed to clients. The firm also notes it historically sponsored a wrap fee program but discontinued that offering in late 2025 and currently provides services on a non‑wrap basis while maintaining custodial and referral arrangements.

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.