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Baldridge Wealth Management

Baldridge Wealth Management

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About Brad Baldridge, CFP® Professional

Hi, I’m Brad Baldridge, the founder of Baldridge Wealth Management. As a Certified Financial Planner® professional with over 20 years of financial advising experience, I specialize in working with individuals, families, and business owners to achieve their personal and financial goals.
 
Whether you turn to me because of a lack of time, to help avoid mistakes, or to lean on my professional guidance, you can count on me to be there from your first consultation through every financial achievement and milestone.

As you personal financial advisor, I work closely with you to
 
I received Bachelor of Science degree in Engineering from the University of Wisconsin – Platteville in 1990, but my true passion was good financial management. As I began my engineering career, I pursued that passion while I planned, saved and invested for my own future. As I gained more experience with finance, investing and wealth creation, I decided to devote my career to working as a financial advisor and share my skills and guidance with others. Soon, I completed a rigorous educational program in financial advising and became a Certified Financial Planner® professional in 1998.
 
Since then, I have devoted my career to helping people achieve their financial goals and dreams. Guided by over 20 years of professional experience and client success, I offer a complete portfolio of financial planning and advising services to help you with retirement, college, estate planning, business growth, real estate investing and much more.
 
In addition to providing professional financial planning services through Baldridge Wealth Management, I share helpful insights and advice through my popular Taming the High Cost of College podcast, website, and e-newsletter. Plus, I give many workshops and presentations to families, parents, and to financial, tax and legal professionals both locally and nationally.
 
If you’re looking for a trusted advisor who will help you plan and manage your financial future so you can avoid mistakes, apply proven strategies, and grow your personal wealth, I’m always here to help.

Every Dream Realized Begins with the Right Plan.

Schedule a free consultation to discuss your financial goals and how I can help you achieve them.

Get Started

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Wealth Services

Investment Planning
Tax Planning
Charitable Giving
Net Worth / Cash Flow Analysis
Debt Management
Education Funding
Insurance Planning
Estate Planning / Charitable Giving
Financial Independence Planning
Personal Paradise

Our Other Websites

Taming the High Cost of College
Baldridge College Soutions

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Affiliations

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Copyright © 2009 – 2024, Baldridge Wealth Management. All rights reserved.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Baldridge Wealth Management. Cambridge’s Form CRS (Customer Relationship Summary). Baldridge Wealth Management and Cambridge are not affiliated.

Check the background of firms and investment professionals on FINRA’s BrokerCheck.

This communication is strictly intended for individuals residing in the states of California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Montana, Maryland, Minnesota, Missouri, New York, Ohio, Oklahoma, Oregon, Texas, Utah, Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.