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Customized financial guidance


Our clients are the focus of our business.

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 clients 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, equally as important, what does not. There are no surprises.

Fiduciary

Baldrige Asset Management LLC acts as a fiduciary for all accounts, the highest standard of financial responsibility. This means the clients’ interests always come first.

Personalized

Each client is treated as a unique individual with specific goals and needs. Every portfolio is individually designed, invested, and monitored to match your goals.

Accountable

Our independence allows us to be accountable directly to our clients. The firm is designed to provide a high level of service and accountability for our process and results.