LAKE OSWEGO, OR., MARCH 29, 2022 – Aldrich Wealth is pleased to announce that our Corporate Retirement Plans team has been named a Top Defined Contribution (DC) Advisor Team by the National Association of Plan Advisors (NAPA). This recognition highlights the nations’ leading retirement plan advisor firms and focuses on teams with at least $100 million in assets under advisement (AUA) as of December 31, 2021. Aldrich Wealth is one of only four firms based in Oregon included in the list and was previously named a Top DC advisor team in 2017, 2019, and 2020.
NAPA members are an integral part of building a more financially secure retirement for millions of Americans and Aldrich Wealth is proud to be a part of this community.
“Our focus has been and continues to be solely on corporate retirement plans. This is what we do. Our accolades drive us to refine our processes to ensure we provide our clients with the highest level of service and I am so proud of all of our accomplishments as a team.,” says Heather Wonderly, Partner and Director of Corporate Retirement Plans.
View the entire list of recognition here.