About Us
We have helped hundreds of clients like you to accomplish your goals and retire well.
About David M. Eldridge, CRPC
President and Financial Planner
David is passionate about helping clients navigate important life decisions and achieve their financial goals. He has a diverse background in the financial services industry spanning over 11 years.
Along with being a valued advisor to his clients, his prior roles included business development and technology solutions.
In his free time, David spends time with his wife and four children. He and his family enjoy hiking in the great outdoors. He is active in his church community and also enjoys taking his motorcycle out on the road.