Business Details
Your Trusted Partner for Financial Planning Solutions
We are committed to your financial future, working to earn and maintain your trust through personalized service. Our approach begins with understanding your unique needs through active listening and comprehensive analysis of your financial situation. We provide clear explanations of our recommendations, ensuring you feel confident in your financial decisions. Collaboration with your existing advisors ensures a holistic approach to your financial planning. With access to the resources of Raymond James Financial Services, we offer a robust framework for meeting diverse financial needs while prioritizing client-centric values. 
Services
Retirement Planning
Investment Management
Risk Management
Estate Planning
Taxation Strategies
Benefits Planning
Highlights and features
- We offer 30+ years of experience in financial planning and investment management.
- Our client-first philosophy ensures personalized strategies aligned with your unique goals.
- We provide proactive, ongoing portfolio reviews and financial plan adjustments.
- Access to Raymond James' extensive research and wealth management resources.
- Certified professionals with CFP, CFA, and ChFC designations guide your investments.
Associations and certifications
- FINRA
- SIPC
- Certified Financial Planner Board of Standards
- CFA Institute
- The American College of Financial Services
Services
Retirement Planning
Our retirement planning service creates customized roadmaps to achieve financial independence. We analyze your current assets, income needs, and risk tolerance to develop sustainable withdrawal strategies. Ongoing portfolio adjustments ensure your plan adapts to market changes and evolving personal circumstances.
Investment Management
We construct diversified investment portfolios aligned with your financial goals and risk profile. Our evidence-based approach combines modern portfolio theory with active risk management. Regular performance reviews ensure optimal asset allocation across market cycles.
Estate Planning
Our estate planning coordinates legal and financial strategies to preserve wealth for future generations. We collaborate with attorneys to implement trusts, wills, and tax-efficient transfer mechanisms. The process ensures your assets are distributed according to your wishes while minimizing tax liabilities.
Risk Management
We identify potential threats to your financial security through comprehensive risk assessments. Custom insurance solutions protect against disability, premature death, and long-term care needs. Policy reviews ensure adequate coverage without unnecessary expenses.
Taxation Strategies
Our tax-efficient strategies minimize liabilities through strategic investment placement and timing of income/capital gains. We coordinate with CPAs to implement legal tax reduction techniques. The approach includes retirement account optimization and tax-advantaged investment vehicles.
People
Mark Aldridge
Financial Advisor
Certified Financial Planner with 40+ years experience. Holds CFA and ChFC designations. Specializes in retirement strategies and investment management. Teaches financial literacy and volunteers with disaster relief organizations.
Theresa Doyle
Office Manager
Former court reporting partner with 7 years in financial services. Manages office operations and client communications. Volunteers with early childhood literacy programs. Joined Aldridge team in 2010.
Questions
What investment approach do you use?
We employ a diversified, risk-controlled strategy based on modern portfolio theory. Asset allocation adjusts to market conditions and client-specific factors.
How are fees structured for financial planning?
Fee structures vary by service: hourly consultations, asset-based management fees, or project-specific charges. All costs are disclosed upfront.
Can you help with 401(k) rollovers?
Yes, we guide clients through 401(k) rollover options, comparing benefits of different retirement account structures and investment choices.
Do you work with out-of-state clients?
We serve clients nationwide through virtual meetings and digital document management systems while adhering to state regulatory requirements.
How often are portfolio reviews conducted?
We recommend quarterly reviews with semi-annual in-depth assessments. Additional meetings are available for significant market or personal changes.
What happens during the initial consultation?
The first meeting focuses on understanding your financial situation, goals, and risk tolerance. We discuss current investments and identify planning opportunities.
