Waitlist for Baldridge Financial
Thank you so much for your interest in working with Baldridge Financial. We are currently operating on a waitlist and are not accepting new clients for the upcoming tax season. Please fill out the form below and we will contact you when space becomes available.

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We help our clients by offering ways to reduce income tax and plan for retirement, but we also offer the following services:

Tax consulting and preparation
Financial Planning
Investment Management
Bookkeeping services
General business consulting and CFO services

We work on a recurring retainer service agreement, and there is a cost to set up our services (typically beginning with a financial plan and tax return preparation), and an ongoing monthly fees.

Fees start around $2,500-5,000 and up for the initial plan, and $1,000 monthly and up on an ongoing basis for implementation. We also charge for investment advisory under a traditional AUM model.

If you are interested in learning more and would like to set up a meeting, please fill out this application.

We look forward to talking with you.

Baldridge Financial Team
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