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.

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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