All-in-one tax and financial planning

We Help You Make the Most of Your Money

Our Services

BASED IN HOUSTON >
SERVING BUSINESSES NATIONWIDE

Holistic tax and financial planning - optimize your business, lower your tax bill, and grow your wealth.

Baldridge Financial is a full-service financial planning and tax firm that works closely with small and midsize business owners who have significant wealth in their business, a complex tax situation, and an expensive yet underperforming tax and financial planning team.

Mitchell Baldridge and his associates serve clients across the United States, simplifying business owners’ lives through concierge bookkeeping, tax preparation, financial planning, and investment management. In short, Baldridge Financial integrates small business finances with the owner’s personal goals so they put their money in the right place at the right time.

Mitchell Baldridge
More About Our Firm
Checklist

Financial Planning​

We assemble the pieces of your financial puzzle so you can accomplish your goals and create your ideal lifestyle.

Business planning

Tax Advisory & Preparation​

Everyone else is catching up on last year’s tax payments. We’re planning next year’s tax savings.

Growth

Investment Management​

Keep custody of your assets while we provide time-tested strategies to protect and grow your wealth without missing out.

Planning

Accounting & Bookkeeping​

Delegate your accounting and bookkeping to professionals who provide timely, accurate, and actionable reports.

Network

CFO Advisory Services​

Get real-time answers to high-stakes questions, from selling your business to pivoting industries, so you can act with confidence.

Connect with our team

We are excited to partner with you.

Step 1
Apply to be a client


Complete the form below and our office will reach out to ensure we are a good fit.

Step 2
Define your goals


If we move forward, our team will develop a personalized plan to achieve your biggest goals.

Step 3
Shape your financial future

Delegate the execution of your tax and financial plan to a partner trusted by over 1,000 business owners.

FAQs

We frequently work with business owners in technology, real estate, healthcare, construction, and oil and gas industries and are well versed in the challenges of growing and running a business.

Baldridge Financial employs a team of CPAs, Financial Advisors, and accounting staff, to provide the full breadth of tax planning and practice management services, including bookkeeping, tax preparation, payroll, and other business and financial consulting.

Yes, we have extensive experience working with tax and financial planning clients that own and trade cryptocurrency. To learn more about who we work with click here. 

Fees depend on the size and complexity of each engagement. To learn more about our fee structure and  who we work with click here. 

Baldridge Financial takes on a limited number of clients and we typically perform 2-3 services per client. To learn more about who we work with click here. 

Yes, please contact us at info@baldridgecpa.com if you are interested in a paid consultation. Fees paid toward a consultation can be credited towards your engagement if you decide to work with us on an ongoing basis.

Interested in working with us?

Apply to become a client

Work with us
BaldridgeFinancial
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  • info@baldridgecpa.com
  • (713) 955-9130
  • M-F | 8-6 pm
  • 4203 Yoakum, Ste. 200 Houston, TX 77006

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Baldridge Financial LLC (“Baldridge Financial”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Baldridge Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
 
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Baldridge Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
 
Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.