Wendy L. Eldridge | Partner

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As a partner at Aurum Wealth Management Group, Wendy’s focus is on the firm’s retirement plan clients.  With over 13 years of experience, she brings extensive knowledge, passion and insight to clients. 

Wendy works with 401(k), 403(b), 457, defined benefit, as well as non-qualified plans.  It is Wendy’s goal to be the “retirement plan department” for the firm’s clients assisting with every aspect of their plan – including negotiating the fees of the Plan, investment options, compliance testing/Form 5500/audits, and the day-to-day administrative management of the Plan. The ultimate goal in every relationship she builds is to help the plan participants develop a strategy to be able to retire comfortably.  

Wendy earned her Bachelor of Science degree in Business Administration from Bowling Green State University and her Master's in Business Administration from Kent State University.

Contact Wendy Eldridge
Contact Wendy Eldridge at 440.605.1900 or visit our contact page.

Latest News

Aurum Adds New Client Manager, Laura Springer. Read more.

Aurum Welcomes New Partner, Wendy Eldridge. Read more.

fi360logoAurum Associate VP Wins National Article Competition. Read more.

fa-magazineAurum Named to Financial Advisor Magazine's All-Star Research Team
Read the full article here




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