All-in-one tax and financial planning

We Help You Make the Most of Your Money

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.

Financial Planning​

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

Tax Advisory & Preparation​

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

Investment Management​

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

Accounting & Bookkeeping​

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

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 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.

Interested in working with us?

Apply to become a client