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Meet Mitchell

Mitchell Baldridge is a Certified Public Accountant and Certified Financial Planner™ with vast experience in corporate accounting, business advisory, and financial planning. His passion is building lifelong relationships with business owners to help them thrive. He brought his wealth of experience and success from the corporate world when he founded Baldridge Financial (formerly Baldridge CPA) in 2014 to realize his dream of helping business owners achieve their financial goals.

Whether you’re looking for tax preparation services, an efficient and nuanced financial plan, or experienced consultation, Mitchell offers a personal client-centric approach, years of experience, and a relationship built on integrity. Above all, Mitchell and his expert team want to help you succeed.

Let us handle your tax service and financial planning needs so you can focus on building your business.

Frictionless and
Full 360-Coverage

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. Our proactive planning strategies will support your practice and your family’s financial health while minimizing your tax burden. 

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. 

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OUR GUARANTEE

Financial work is extremely personal. That’s why we meet each client’s specific needs rather than assign everyone the same cookie-cutter solution. Our  clients consider us a trusted advisor because we get what you need—and also what you don’t. 

GET STARTED

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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.