Baldridge Financial is a full-service financial planning and tax firm that works closely with small and midsize business owners who have significant wealth in their business, a complex tax situation, and an expensive yet underperforming tax and financial planning team. 

Mitchell Baldridge and his associates serve clients across the United States, simplifying business owners’ lives through concierge bookkeeping, tax preparation, financial planning, and investment management. Baldridge Financial integrates small business finances with the owner’s personal goals so they put their money in the right place at the right time.