Who We Are

Our Mission

is to provide objective advice and premier service

to protect, manage, and grow wealth for our clients.

Our first priority will always be your financial success.

 


 

We listen.

Among the most important skills of an advisor is the ability to listen: to thoroughly understand your financial needs and then align the resources to meet them.  The Aldridge Group can help you evaluate your immediate concerns and plan for the long-term goals.  We will be a sounding board for your dreams and concerns, and assist you in developing and executing an investment strategy that is precisely your own.

 

We partner.

Clients deserve a financial partner who shares their vision, earns their trust and works diligently to discover all the possible strategies that can help address their financial goals and create a legacy for future generations.

 

We educate.

We understand the value of a learning culture and have implemented it in our practice.  Our goal is to empower clients and their families to make the best investment decisions through fully understanding options and the risks and rewards associated with those options.

 

We understand.

We understand that life is complicated and personal family dynamics can be challenging.  We strive to create an easily manageable process to guide and assist our clients in addressing financial concerns in order of priority.

 

We advocate.

The Aldridge Group serves as your advocate, an intelligent editor who selects and aligns the many capabilities available to you.

Team Members

Jo Simmons Aldridge, CRPC®

Investment Advisor Representative

Bio

Jo joined the financial services industry in 2000 after attending The University of Texas at San Antonio and Rice University. Dedicated to helping her clients reach their financial goals, Jo is detail-oriented while always keeping the big picture in mind. She holds the Chartered Retirement Planning Counselor℠ designation. Jo is a volunteer in the arts, enjoys skiing, and attending music and theater events.

D. Seth Aldridge, CFP®

Investment Advisor Representative

Bio

Seth Aldridge has over 20 years of experience managing the finances on large-scale construction projects in four major cities.  Most recently, he managed the $350M Port Authority Trans-Hudson ATC project between Manhattan and Newark, New Jersey.  A results-driven professional, he routinely identified major cost savings, resulting in a track record of consistently being under budget on projects.  Seth has transitioned to the financial services industry, bringing expertise in analysis and strategic planning.

 

Seth is currently working towards his CERTIFIED FINANCIAL PLANNER™ designation through The University of Houston’s Bauer College of Business.  He previously studied Business Administration at the University of Iowa. Seth is a husband and proud father of three wonderful children. He enjoys snowboarding, golf, and music in his spare time.