Michelle has been providing wealth management to families and investment management to institutions for more than 23 years. She is a life-long student of the wealth management industry, earning her CFA charterholder and CPWA practitioner designations. Her prior work experience includes commercial lending for a large regional bank and she currently serves on the board of directors and chairs the compensation committee for Mercantile Bank Corporation. She actively incorporates her experience and knowledge of business management with family wealth management to help business owners plan for a successful business exit and transition to retirement. Giving back to our community is important to


Michelle Eldridge
Co-Founder & Wealth Management Partner
Clear Ridge Wealth Management
United States, Michigan, Portage
About Me
Profile Information
Co-Founder & Wealth Management Partner
Clear Ridge Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Portage
Michigan
United States
Aug 6, 2024
Work Experience
Clear Ridge Wealth Management
Co-Founder & Wealth Management Partner Sep 2014 - Present
Email: eldridge@clearridgewm.com
Keylinks
More profiles to browse
Michael Brundage
Co-Founder, Wealth Management Partner
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University