Baldridge Financial

Work With Us

Working together

At Baldridge Financial, we work with clients by providing value above and beyond the cost of services. Our pricing structure is designed to deliver you value and a return on your investments. Many clients find additional cost savings by working with us.

Our service fees typically encapsulate those of a planner, accountant and investment manager as you receive guidance, service, and skills from the team at Baldridge Financial. Every single one of our customers is a valued client to our team, and we appreciate working with businesses that value expertise, excellence, and exceptional communication.

Whatever services you’re interested in, you can rest assured Baldridge can handle all of your needs in-house. If you’re ready to get started with our team, please contact us today to learn more about how we can work together.


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.


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 & bookkeeping 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.