Aldridge Financial Consultants

Financial planner in Dublin, OH (show on map)

Aldridge Financial Consultants offers personalized financial planning and investment management services to help clients achieve their financial goals, backed by Raymond James.

Call (614) 824-3080

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About

Aldridge Financial Consultants, LLC, a subsidiary of Raymond James Financial Services, specializes in delivering personalized financial planning and investment management services. With nearly 30 years of experience in the financial and investment management arena, the firm applies a high level of expertise, service, and comprehensive planning to each client's goals.

The team, led by Mark Aldridge (CFP®, CFA®, ChFC) and Theresa Doyle (Office Manager), focuses on enhancing clients' financial lives by managing assets and every aspect of their financial strategy, both today and in the future. Services include financial planning, investment management, retirement planning, estate planning, tax management, and risk management, all delivered with a commitment to client education and proactive communication.

High level of expertise and service

Comprehensive planning for all financial aspects

Proactive communication and accessibility

Education and ongoing support

Services

Financial Planning

Develops a financial and investment plan that reflects clients' visions, goals, and resources, with ongoing proactive management and regular meetings.

Comprehensive financial and investment planning Regular meetings and calls Proactive progress tracking Collaboration with outside advisors

Investment Management

Provides strategic investment advice and carefully planned accumulation strategies, with detailed reports and portfolio rebalancing.

Strategic investment advice Accumulation strategies Detailed performance reports Portfolio rebalancing

Retirement Planning

Helps clients prepare for and celebrate retirement, managing distributions and cash flow to maximize income and mitigate tax implications.

Retirement readiness assessment Distribution management Cash flow optimization Tax mitigation strategies

Estate Planning

Provides comprehensive estate planning services to help clients preserve and transfer wealth according to their wishes.

Will and trust preparation Asset protection strategies Tax planning Succession planning

Tax Management

Offers guidance on tax-efficient strategies to minimize tax liability and maximize after-tax returns.

Tax planning Strategy implementation Ongoing tax optimization

Risk Management

Helps clients identify, assess, and mitigate financial risks to protect their wealth.

Risk assessment Insurance solutions Portfolio diversification Contingency planning

Credentials & Certifications

CFP®

Since 2010

CFA®

Since 2010

ChFC

Since 2010

Frequently Asked Questions

What is the difference between financial planning and investment management? +

Financial planning encompasses the development of a comprehensive plan that reflects clients' visions, goals, and resources, including regular meetings and proactive management. Investment management focuses specifically on strategic investment advice, accumulation strategies, detailed reports, and portfolio rebalancing to achieve financial objectives.

How does Aldridge Financial Consultants help with retirement planning? +

Aldridge Financial Consultants assists clients in preparing for and celebrating retirement by managing retirement plan distributions, optimizing cash flow, and implementing tax mitigation strategies to maximize income and minimize tax implications.

What services are available for estate planning? +

Estate planning services include will and trust preparation, asset protection strategies, tax planning, and succession planning to help clients preserve and transfer wealth according to their wishes.

How does the firm address tax efficiency? +

The firm offers tax planning and strategy implementation to minimize tax liability and maximize after-tax returns, with ongoing tax optimization to adapt to changing circumstances.

What risk management services are provided? +

Risk management services include risk assessment, insurance solutions, portfolio diversification, and contingency planning to protect clients' wealth from identified financial risks.

Who are the key team members at Aldridge Financial Consultants? +

The key team members are Mark Aldridge, a CFP®, CFA®, ChFC with extensive experience in financial and investment management, and Theresa Doyle, the Office Manager with a background in court reporting and volunteer work with literacy programs.