Baldrige Asset Management develops customized financial guidance to assist our clients in meeting their financial goals. Unlike brokerage firms, banks and most financial advisors, we serve as fiduciaries for our clients’ accounts. Our independence allows us to work for the interests of our client without the conflicts inherent in most firms.
Our investment counsel is based on sound economic principles, ongoing research, decades of hard data, and is supported by a wealth of real world results. We know what works and as importantly, what does not. There are no surprises.
Our clients are the focus of our business.