Press Releases

Wendy Eldridge Named to NAPA’s 2015 Top Women Advisors

CLEVELAND, OH – Oct. 20, 2015 – Wendy L. Eldridge has been named by the National Association of Plan Advisors (NAPA) to its inaugural Top Women Advisors of 2015 list. The list recognizes women who are making significant contributions to their field. Winners were grouped into four categories. Eldridge was honored in the “All-Star” category, for top producers who have their own book of business.

Eldridge specializes in working with 401(k), 403(b), 457, defined benefit and non-qualified plans. She assists clients with every aspect of their plan, including negotiating plan fees, investment options, compliance testing, Form 5500, audits and the day-to-day administrative management of the plan. 

“Being named to NAPA’s Top Women Advisors is an outstanding accomplishment,” said Christopher D. Bart, managing director, partner with Aurum. “Wendy has earned this recognition through her dedicated approach to her clients and by offering exceptional custom retirement plan solutions.”

Winners were selected from more than 450 nominees who were voted on by roughly 12,500 industry people. For more details and to view the complete winners list, visit NAPA’s website.

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About Aurum Wealth Management

Aurum Wealth Management Group is an independent Registered Investment Advisor providing private wealth management services as well as corporate retirement plan services. In 2013, 2014 and 2015, Aurum was a Weatherhead 100 Upstart winner and in 2012 was one of eight firms to be nationally recognized for excellence in investment management research and named to the Financial Advisor Magazine 2012 All-Star Research Team.

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