Aldrich Wealth Named One of NAPA’s 2026 Top Defined Contribution Advisor Teams
LAKE OSWEGO, OR, March 18, 2026—For the eighth straight year, Aldrich Wealth’s Corporate Retirement Plans team has been named to the National Association of Plan Advisors’ (NAPA) list of Top Defined Contribution (DC) Advisor Teams with assets under advisement of at least $100 million, based on self-reported assets (see information below). “Being recognized by NAPA for the eighth consecutive year… Read more Aldrich Wealth Named One of NAPA’s 2026 Top Defined Contribution Advisor Teams
Aldrich Wealth’s Casey McKillip Named to NAPA’s 2026 Top 100 Retirement Plan Advisors Under 40 List
LAKE OSWEGO, OR, March 18, 2026—Aldrich Wealth’s Casey McKillip, Lead Retirement Plan Consultant, was named to the National Association of Plan Advisors’ (NAPA) 2026 Top 100 Retirement Plan Advisors Under 40 list, also known as the Aces. This marks Casey’s sixth consecutive year on the list, highlighting his continued leadership and dedication to his practice, as well… Read more Aldrich Wealth’s Casey McKillip Named to NAPA’s 2026 Top 100 Retirement Plan Advisors Under 40 List
Portland Business Journal Named Aldrich Wealth Among Oregon & Southwest Washington’s Most Admired Companies in Financial Services for 2025
Newsweek Recognizes Aldrich Wealth in 2026 List of America’s Top Financial Advisory Firms
Newsweek Recognizes Aldrich Wealth in 2026 List of America’s Top Financial Advisory Firms LAKE OSWEGO, OR, February 23, 2026 – Aldrich Wealth has been recognized as one of America’s Top Financial Advisory Firms for 2026 by Newsweek, earning a 4.5-star rating. “Being recognized as one of America’s Top Financial Advisory Firms for 2026 reflects our commitment to truly understanding the goals of every client we serve,”… Read more Newsweek Recognizes Aldrich Wealth in 2026 List of America’s Top Financial Advisory Firms
Chief Growth Officer Nicole Rice Recognized Among Forbes 2026 Top Women Wealth Advisors Best-In-State
Chief Growth Officer Nicole Rice Recognized Among Forbes 2026 Top Women Wealth Advisors Best-In-State Nicole Rice, Chief Growth Officer and Partner at Aldrich Wealth, has been recognized as one of the Forbes 2026 Top Women Wealth Advisors Best-In-State in Oregon. She was ranked 12th on this year’s list for Oregon (published 2/4/26, based on data from 6/30/24 to 6/30/25), and this is the second consecutive year she has been… Read more Chief Growth Officer Nicole Rice Recognized Among Forbes 2026 Top Women Wealth Advisors Best-In-State
Q4 2025 Market Commentary + 2026 Outlook
Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid… Read more Q4 2025 Market Commentary + 2026 Outlook
Casey McKillip Recognized in NAPA’s Top 100 Advisors Under 40
Casey McKillip Recognized in NAPA’s Top 100 Advisors Under 40 LAKE OSWEGO, ORE., NOVEMBER 28, 2023— Aldrich Wealth is honored to share that the National Association of Plan Advisors (NAPA) named Casey McKillip, Senior Retirement Plan Consultant, in its 2024 “Aces” list: Top 100 Retirement Plan Advisors Under 40. This is McKillip’s fourth consecutive year… Read more Casey McKillip Recognized in NAPA’s Top 100 Advisors Under 40
