At Baldridge Wealth Management, we specialize in helping individuals, families, and business owners plan for all of life's stages. Whether it's having enough money to retire, handling a death or divorce, taking care of your parents, or dealing with a growing business, we strive to help you identify and plan for what is truly most important in your life. We have the tools and experience to develop and implement a customized plan to address your specific needs and goals.


We believe good planning is the key to financial success. We start with your goals for each of life's stages and build a plan to achieve them. Based on your goals and plan, we build long-term, all-weather portfolios, ignore the fads, and avoid unnecessary risk and expenses. We believe that diversification is important and that most clients need a core portfolio comprised of stocks, bonds, and real estate. Whether you turn to us because of lack of time, to help avoid making mistakes, or to get our professional guidance, you can count on us to be there from your first consultation through the achievement of life's milestones, helping navigate any obstacles along the way.