LAKE OSWEGO, OR, December 3, 2024 – Aldrich Wealth, a registered investment advisor (RIA) with over $6.5B assets under management (AUM), today announced Casey McKillip, Senior Retirement Plan Consultant, has been recognized by the National Association of Plan Advisors (NAPA) in its 2025 “Aces” List: Top Retirement Plan Advisors Under 40 for the fifth consecutive year. Additionally, for four consecutive years, McKillip has played a key role in the firm’s Corporate Retirement Plan’s team recognition as 2019-2024 Top Defined Contribution Advisors.
NAPA’s Top Retirement Plan Advisors Under 40 list is widely regarded as the future leaders of the retirement plan advisor industry as it honors distinguished professionals under 40 who have demonstrated exceptional talent, commitment, and success in retirement plan advisory services. McKillip was among the 100 nominees chosen from a competitive field of nearly 650 candidates. Following nominations, a panel of judges, including senior advisory industry experts, vetted all applications to select 2025’s Aces.
“I am deeply honored to be recognized amongst such an inspiring group of leaders in the retirement plan industry,” said McKillip. “Supporting our clients in securing successful retirement outcomes is incredibly rewarding, and this award reflects not only my efforts but the tremendous team and resources at Aldrich Wealth.”
Click here to view the 2024 Top Retirement Plan Advisors Under 40 list in its entirety.
About Aldrich
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses, and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s services weave together goal-based wealth management, financial and estate planning, and tax compliance and advisory. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services, and employee education services. Aldrich Wealth is part of the aldrich group of companies, Aldrich CPAs + Advisors and Aldrich Capital.
