Who We Are

Whether you are a corporate plan sponsor seeking benefits to retain valuable employees or an individual with complex financial needs, Aldrich Wealth has the depth of resources and expertise to serve you.

Planning your financial future or choosing the appropriate plan for your employees is more than just another financial transaction, it is a process that requires expertise, experience and commitment. At Aldrich Wealth, we have carefully selected a team of financial professionals who are dedicated to providing advice to help clients achieve their financial goals.

Our average advisor has over 10 years of experience in wealth management, financial planning, and tax planning. Although each client’s goals are unique, with our decades of experience, there is a good chance that we have helped someone through some of the same complexities for their personal financial life or their corporate retirement plan needs.

Each and every one of our team members are committed to serving you. Whether we are answering questions about your investment portfolio, reviewing a tax strategy, hosting an employee education session, or fiduciary training for corporate retirement plan sponsors, we are here to guide you.

Our professionals hold 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 has been recognized nationally for its investment knowledge and expertise. Our Chief Investment Officer, Darin Richards, has appeared on CNBC providing commentary on current topics related to the market outlook and investment strategies. In the corporate retirement plan industry, many of our retirement plan consultants were recognized by the National Association of Plan Advisors for their technical expertise. Our professionals are frequent speakers on a variety of topics from financial planning to tax-efficient investing and we are recognized by SHRM to o­ffer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®.

At Aldrich Wealth, we recognize that investment performance is only one piece of a comprehensive strategy. We take a team-based approach to serving clients. For individuals, we include investment advisors, financial planners, and tax professionals to provide a holistic view of each situation. Individuals who find our services most valuable have complex issues ranging from corporate stock planning to charitable giving to experiencing a challenging life event.

For corporate retirement plan sponsors, we help you select the best retirement plan to meet your company goals, providing investment management, plan design, and recordkeeping selection and, through our team approach, bring compliance services needed to meet your fiduciary obligations. We have decades of experience creating and managing 401k plans for privately-held businesses of all sizes. With a billion dollars of plan assets under management, clients trust Aldrich Wealth to deliver a plan with investment options to meet the needs of business owners and their employees.

Aldrich Wealth was founded as a Registered Investment Advisor to provide transparency to our clients and to operate at the highest fiduciary standard. As an RIA registered with the Securities and Exchange Commission, we are required to maintain a fiduciary standard which means we make recommendations that are in the best interest of our clients. We ensure transparency by disclosing all of our fees upfront.

Aldrich Wealth was founded in 1998 as an affiliate of the parent company Aldrich CPAs + Advisors. After working with business owners for decades, we noticed a trend in our accounting firm clients selling their businesses and asking for assistance in investing the proceeds.

As more and more clients began to transition their business, two CPAs, Scott Barchus and Doug Davison realized the accounting firm was missing out on an opportunity to serve another aspect of our clients’ lives. Out of their shared experience working on the administration side of retirement plans and passion for how the markets worked, the idea of building a wealth management company emerged. That passion eventually led to the beginning of Aldrich Wealth (formerly AKT Wealth Advisors) in May 1998.

Aldrich Wealth had many items to address in the early years, including gaining experience, understanding the regulatory environment, creating infrastructure, and traversing volatile markets. We also had to convince our clients to put their faith in a wealth management firm that had no assets under management and no prior experience.

With a great passion for meeting client needs, the foundation of the wealth business was created by the guiding principles and people of Aldrich. The core principles we established were driven by the shortcomings that existed in the industry at the time and still exist today, including:

• Maintaining advocacy for our clients
• Delivering services our clients need instead of selling them something
• Creating a strong value proposition with many facets
• Building strong relations with our clients by listening to and understanding them

While this brief story merely depicts the start of our journey, there have been many notable contributions to Aldrich Wealth’s growth over the years. Many people have contributed to our success and hundreds of amazing clients have placed their trust in us. The entrepreneurial spirit and love for serving our clients that exists in our people today drive us to provide more success for clients and a stronger business in the years to come.

FT 300 disclosure language for advisor use:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials, and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Accounting Today Top Firms by AUM:
The Accounting Today “Wealth Magnets” Top Firms by AUM is an independent listing produced annually by Accounting Today and SourceMedia (June 2021). The list is based on data gathered from CPA wealth management and financial planning firms, broker-dealers, and Accounting Today research. The ranking is based on each firm’s reported or researched the amount of assets under management as of the end of the previous calendar year or later, and does not evaluate the quality of services provided to clients; nor is it indicative of a firm’s future performance. Neither the firms nor their employees pay a fee to Accounting Today in exchange for inclusion in the Wealth Magnets ranking.

Portland Business Journal Top 20 Most Admired Financial Services Company in Portland
To generate the rankings for Oregon’s Most Admired Companies, the Portland Business Journal surveyed surveys to nearly 4,000 CEOs in Oregon and Southwest Washington. More than 300 CEOs responded and selected three companies they most admire in eight industries, as well as three companies they admire most across all industries. Companies eligible for consideration were not limited to those based in Oregon and southwest Washington but included any business with a substantial presence in the region. Respondents identifies their first, second, and third-place choices in category. Points were calculated in the following manner: first place received three points, second place received two points, and third place received one point.

Oregon Business Magazine Top 100 Companies to Work For in Oregon
Companies from a variety of sectors and locations across the state of Oregon participated in 2021’s survey. Oregon Business Magazine’s 100 Best Companies to Work for in Oregon survey continues to highlight workplace and employer best practices for increasing employee productivity, engagement, and satisfaction. The survey is sent to employees of participating companies divided into six sections: Work Environment; Management & Communications; Decision-making & Trust; Career Development and Learning; Benefits & Compensation; and Sustainable Practices (used to determine the 100 Best Green Workplaces in Oregon list). Within each section are 4 workplace qualities (11 in Sustainable Practices) on which employees rate satisfaction and importance. There is also an optional demographic section and two open-ended questions asking what employees like about their work and what they would like improved.

San Diego Business Journals Best Companies to Work 2021
The San Diego Business Journal’s Best Places to Work Awards program recognizes outstanding companies whose benefits, policies, and practices are among the best in the region.

NAPA
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. More information about NAPA is available at www.napa-net.org