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Kathy Peterson presenting in bright lit conference room in Lake Oswego office location Lake
  • Press Release
NAPA Names Kathy Peterson one of the 2023 Top Women Advisors
Golden Gate Bridge, Transportation, aerial, bridge, highway, ocean
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Aldrich Wealth recognized in 8th consecutive year as a Top Firm by AUM, Accounting Today
Aldrich Welcomes Five New Partners n
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Aldrich Welcomes Five New Partners
Portland Business Journal Names Aldrich CPAs + Advisors and Aldrich Wealth as 2021 Most Admired Companies Financial Services
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Portland Business Journal Names Aldrich CPAs + Advisors and Aldrich Wealth as 2021 Most Admired Companies
Neil Plein 2022 Top Retirement Plan Advisor Under 40
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Aldrich Wealth’s Neil Plein Named 2022’s Top 100 Advisors Under 40
Heather Wonderly Named Top Women Advisors 2021 by NAPA
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Aldrich Wealth’s Heather Wonderly Named One of NAPA’s Top Women Advisors 2021
Aldrich Wealth Top Firm by AUM 2021 Accounting Today
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Aldrich Wealth Named 2021 Top Firm by AUM
  • Press Release
Aldrich Wealth’s Heather Wonderly Named to NAPA’s 2020 List of Top Women Advisors
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