Baldridge Financial Employee Directory

AccountingUnited States11-50 Employees

Baldridge Financial is a full-service tax and financial planning firm that works closely with small and midsize business owners who have significant wealth in their business, a complex tax situation, and an expensive yet underperforming tax and financial planning team.

Mitchell Baldridge and his associates serve clients across the United States, simplifying business owners’ lives through concierge bookkeeping, tax preparation, financial planning, and investment management. Baldridge Financial integrates small business finances with the owner’s personal goals so they put their money in the right place at the right time.

Find Baldridge Financial employees' phone numbers or email addresses

Baldridge Financial Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Europe
1

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  • France
    1

South America
1

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  • Argentina
    1

Baldridge Financial's Leadership

  • Stylized image of a person
    R. L.
    Partner, Mfic
    Phone icon
  • Stylized image of a person
    M. H. K.
    Director Of High Net Worth Tax
    Phone icon
  • Stylized image of a person
    S. F. M.
    Tax Manager
    Phone icon
  • Stylized image of a person
    G. P.
    Senior Tax Associate
    Phone icon
  • Stylized image of a person
    J. S.
    Office Administrator
    Phone icon
  • Stylized image of a person
    D. N.
    Bookkeeper
    Phone icon
  • Stylized image of a person
    J. S.
    Independent Demonstrator
    Phone icon

Contact profiles from Baldridge Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. L.
    Partner, Mfic
    Phone icon
    United StatesTexas
    Nov 03, 2025
  • Stylized image of a person
    M. H. K.
    Director Of High Net Worth Tax
    Phone icon
    United StatesConnecticut
    Aug 03, 2025
  • Stylized image of a person
    S. F. M.
    Tax Manager
    Phone icon
    United StatesTexas
    Nov 03, 2025
  • Stylized image of a person
    G. P.
    Senior Tax Associate
    Phone icon
    United StatesTexas
    Nov 03, 2025
  • Stylized image of a person
    J. S.
    Office Administrator
    Phone icon
    United StatesTexas
    Nov 03, 2025
  • Stylized image of a person
    D. N.
    Bookkeeper
    Phone icon
    United StatesTexas
    Nov 03, 2025
  • Stylized image of a person
    J. S.
    Independent Demonstrator
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Baldridge Financial known for?

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Baldridge Financial was founded in 2014 operates in the Accounting industry. The company's main headquarters is located in 4203 Yoakum Blvd, Ste 200 Houston, Texas 77006, US. Explore Baldridge Financial's company overview page for more information.

What is Baldridge Financial's most common email format?

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Baldridge Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baldridge Financial email formats with LeadIQ.

How many employees does Baldridge Financial have currently?

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Baldridge Financial has approximately 11 employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are Baldridge Financial's key employees and leadership?

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As of October 2025, Baldridge Financial's key employees include:

  • Partner, Mfic: R. L.
  • Director Of High Net Worth Tax: M. H. K.
  • Tax Manager: S. F. M.
  • Senior Tax Associate: G. P.
  • Office Administrator: J. S.

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