We listen. We care.

We always act in your best interest.

We have helped hundreds of clients like you
to accomplish your goals and retire well.

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Our Philosophy

We firmly believe that clients deserve personalized, comprehensive financial planning with a dedicated relationship with their advisor. When it comes to planning your successful retirement, our team is committed to not only providing you with customized, personalized planning but also ongoing support to ensure your plan continues to meet your needs over time.

With Eldridge Capital Group, having a positive relationship with our clients is a top priority. Our financial advisors take pride in learning about you, your goals, family, philanthropic efforts and even what events you wish to check off your bucket list. All of this provides a strong backbone to creating and sustaining your plan including personalized investment strategies and wealth accumulation, distribution and preservation throughout the phases of your retirement.

Our years of experience allow us to provide you with the confidence, knowledge, and tools needed to make informed decisions for the success of your financial future.

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Our Process

  1. Consultation:
    Let us listen to your hopes, dreams, goals, and concerns to understand your situation.

  2. Creation:
    We will develop a personalized plan to meet your needs.

  3. Implementation:
    Together, we will review and revise your plan as life changes.

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Our Team

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. 

Previous to launching his practice, David was Director of Financial Planning for Edelman Financial Engines where he served as a guide to help clients reach their retirement dreams with a logic-based approach to investing. At Vanguard, as the business development group’s investment consultant, he served as the gateway for current and new clients transferring assets to the company. He received an internal honor for customer satisfaction. With Sutton Advisors, PLC David served as a wealth accumulation operations specialist focused on clients’ strategic financial goals such as retirement, college, tax and legacy planning. He studied psychology and finance at The Ohio State University.

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. Learn more about David at eldridgecapitalgroup.com.

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Contact Us