The Portland Business Journal has named Aldrich Wealth one of the 2019 Top Most Admired Companies of Oregon. Aldrich Wealth is excited to be recognized as #11 in the Financial Services category among Oregon and Southwest Washington businesses. Aldrich Wealth also ranked as #21 in the Across All Industries category.
To generate the rankings for Oregon’s Most Admired Companies, the Portland Business Journal sent surveys to 6,000 CEOs in Oregon and Southwest Washington. The CEOs selected three companies they most admire in eight industries, as well as three companies they admire most across all industries. Some 400 leaders responded to the survey.
Serving clients from offices in Alaska, California, Oregon and Washington, Aldrich Wealth has professionals with designations including Certified Financial Planner, Chartered Financial Analyst, Certified Public Accountant, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor, Certified Specialist in Estate Planning and Personal Financial Specialist.
Aldrich Wealth is part of the Aldrich Group of Companies including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology and Aldrich Business Transitions. The Aldrich Group is recognized as one of the Top 10 Best of the Best Accounting Firms by Inside Public Accounting, Best Places to Work, and Healthiest Employer. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients.