Testimonials + Recognition
See what our clients and community have to say.
We have worked with Aldrich Wealth for over two decades now and we've been completely satisfied with our support teams through the years. Our team members have always listened closely to what our wished and goals are and have provided relevant feedback and guidance.
Dean H.
Aldrich Wealth has been amazing to work with and has added great value to our retirement plan management. The transition of adding Aldrich Wealth to our team was easy and seamless. From the start, the relationship immediately felt like a valuable partnership and it has continued to grow from there.
Charlotte S.
We have worked with Aldrich Wealth for over two decades now and we've been completely satisfied with our support teams through the years. Our team members have always listened closely to what our wished and goals are and have provided relevant feedback and guidance.
Jared C.
Our firms profit sharing plan has been under fiduciary management by Aldrich Wealth and its predecessors for 20 years and we have benefited from the dedicated personal representative and investment team to protect and grow our resources in good and poor economic times.
Kelly R.
The Aldrich Wealth Team have brought my family a sense of security & confidence when it comes to our wealth management and tax planning. Aldrich Wealth even makes it fun with their educational events & seminars. This is an organization that I recommend to those searching for a comprehensive team for wealth management services.
Trevor K.
More Client Stories
I became an Aldrich Wealth client in 2008 after a very difficult time in the market. I was worried that all I had done in preparing for retirement was going down the drain. I was referred by a trusted friend who introduced me to his Advisor. I have enjoyed a return to prosperity and results without the wild rollercoaster ride I was experiencing. I have been able to sleep better at night and have referred several other friends. The service has been the same from when I joined Aldrich Wealth. The change was (and continues to be) a “WIN” for my family and me.
Russell T.
Nicole has been an amazing advisor and has helped explain complex things in a way that's easy to understand. Always quick to respond, highly knowledgeable, and a pleasure to work with.
Tyler F.
Whether tax and financial planning or wealth advisory services for our emerging business, we are in the best of hands with Aldrich Wealth. The ability to work with a team that has context between our business operations and our fiduciary responsibilities as an employer adds a great deal of value to overall effective functioning. It's like a one-stop feature, but with knowledgeable, professional, and technically adept resources. Aldrich Wealth is a valued extension of our internal team.
Tessa R.
We couldn’t be happier working with Abbey Rollins. She is a clear communicator and can explain things in a way that makes sense for us. She’s been especially helpful as we navigate going into retirement.
Marcus E.
I transferred my retirement funds from a large financial investment firm to Aldrich Wealth as a result of an interview with Carl Pinkard. I was looking for a hands-on experience rather than 1-800 phone call to a large firm. I was impressed with Carl as he understood our retirement goals and provided us with a plan that met our needs. We have very satisfied with the performance in our account!!
Shane M.
I’ve been an client since before it merged with AKT. From providing tax management, investment planning, to guidance in the sale and transition of my dental practice, my advisors and accountants were extremely involved and supportive to my “little” practice and our personal needs. They continue to consistently provide the same level of guidance and support well into retirement. Very appreciative of our team.
Mary R.
Working with Abbey is like bringing a breath of confidence into our investment strategies. While she is careful not to tell us what to do (the choice is always ours), it helps us sleep easier knowing we're on the right track towards retirement and our long-term family goals.
Elliot V.
Aldrich Wealth and my advisory team there have been so much help to me from the time of my divorce, close to fifteen years ago, when I was just learning about my current and future financial planning needs. The financial aspects of being on my own after nearly 40 years of marriage was the most concerning part of becoming a single newly divorced person. Aldrich Wealth made every attempt to help guide me then and continue to do so now. I trust and have faith in every aspect of what they do and their guidance for my current financial needs and for those in the future.
Melanie S.
Aldrich Wealth manages our money, with the philosophy of balance of risk and variety in the face of the world economy. Our team is very open and straight forward about their approach and welcome our input about our account.
Bradley W.
Awards + Recognition
Award Disclosures
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 a 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 workplace and what they would like improved. Aldrich group of companies was awarded 13th place on March 10th, 2025 based on the confidential input of employees who answered questions about workplace satisfaction, including benefits, management, trust, work environment, and career development. Participating firms do not pay to participate. A licensing fee was paid for use of the award and logos.
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. 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 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. Aldrich Wealth was awarded 12th place on June 3rd, 2025 based on AUM as of December 31, 2024. Neither the firms nor their employees pay a fee to Accounting Today in exchange for inclusion in the Wealth Magnets ranking, however a licensing fee was paid to Account Today for use of the award and logos.
Portland Business Journal Most Admired Financial Services Companies
To generate the rankings for Portland Business Journal’s Oregon’s Most Admired Companies, surveys were sent to 2,500 CEOs in Oregon and Southwest Washington. Aldrich Wealth was awarded 8th place on December 12th, 2024. 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. Participating firms do not pay to participate. A licensing fee was paid for use of the award and logos.
San Diego Business Journal Best Places to Work
The Best Places to Work in San Diego program is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published by the San Diego Business Journal. Best Companies Group is an independent research firm specializing in identifying and recognizing great places to work. BCG manages programs worldwide, including the US, Canada, and the UK. The process includes two surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. Part I – Employer Questionnaire (EQ): The employer (main company contact) will complete this survey, detailing company policies, practices, benefits and demographics. The employer will be asked to complete the EQ online. Part II – Employee Engagement & Satisfaction Survey (EESS): The employee survey is an in-depth set of statements (78) that employees will be asked to respond to on a 1-5 Likert scale of “Strongly Disagree” to “Strongly Agree”. This section of the survey will also include two (2) open-ended questions, and seven (7) demographic questions. If e-mail and internet technology is not available for use by company employees, BCG also has paper surveys available. Aldrich group of companies was awarded 11th place on September 22, 2025 based on the confidential input of employees who answered questions. Participating firms do not pay to participate. A licensing fee was paid for use of the award and logos.
Portland Business Journal Fastest-Growing Private 100 Companies Survey
The Portland Business Journal (PBJ) awards recognize the fastest growing private companies in Oregon and Southwest Washington. This ranking is based on both revenue growth percentage and revenue growth amount over the past three years. The ranking is based on each firm’s self-reported information. Aldrich group of companies was awarded 55th place on September 25, 2025 based on revenue growth from 2022 to 2024. The firms nor their employees pay a fee for consideration in the ranking. Ranking does not evaluate the quality of services provided, nor is it indicative of future performance. A licensing fee was paid for use of the award and logos.
Portland Business Journal Largest Money Management Firms in Oregon & Southwest Washington
This ranking is compiled using information provided by firm representatives through detailed questionnaires assessing key data such as assets under management and overall firm growth. In cases where companies reported identical metrics, rankings were determined alphabetically. Aldrich Wealth was awarded 10th place on July 18, 2025 based on assets under management (AUM) as of December 31, 2024. Participating firms do not pay to participate. A licensing fee was paid for use of the award and logos.
NAPA Top DC Advisors Teams:
The National Association of Plan Advisors (NAPA) Top DC Advisor Teams list is a compilation of NAPA member firms by teams, broadly defined as being in a single physical location and having at least $100 million in DC assets under advisement (AUA) based on self-reported year-end data. NAPA collected data via a survey sent out to firms/teams. All NAPA members who respond with over $100 million in AUA are listed. Aldrich Wealth was awarded 151st place on March 25, 2025 based (AUA) as of December 31, 2024. NAPA 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. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. For more information, please visit www.napa-net.org.
Testimonial Disclosures
Testimonials were provided by current clients of Aldrich Wealth. The clients were not compensated (directly or indirectly), and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other Aldrich Wealth clients and do not provide guarantee of future performance or similar services. Client names have been changed to protect their privacy.
General Website Disclosures
Aldrich Wealth LP (“Aldrich Wealth”) is an SEC-registered investment adviser located in Lake Oswego, Oregon. SEC registration does not imply a certain level of skill or training. Aldrich Wealth provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship and have been provided a copy of Aldrich Wealth’s Client Relationship Summary and ADV Part 2A brochure document.
Aldrich Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Aldrich Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Aldrich Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Aldrich Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Aldrich Wealth website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only. Due to various factors, including changing market conditions, some information and/or discussion may no longer be relevant or up to date. Aldrich Wealth is neither an attorney nor an accountant, nor an insurance agency. and no portion of the website content should be interpreted as legal, accounting or tax advice. Aldrich Wealth LP on occasion, and at your option, will facilitate its clients’ tax planning and tax preparation services by referring these services to Aldrich CPAs+ Advisors, LLP. Aldrich Wealth LP and Aldrich CPAs + Advisors, LLP are affiliates of the Aldrich Group.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Aldrich Wealth), will be profitable or equal any historical performance level(s).
Third-party rankings, recognitions, or ratings are no guarantee of future investment success and do not ensure any level of performance results. Unless otherwise noted, no fee was paid for consideration of any ranking or award, and they should not be construed as an endorsement by the ranking agency or the award provider. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser or by the firm.
Testimonials were provided by current clients of Aldrich Wealth. The clients were not compensated (directly or indirectly), and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other Aldrich Wealth clients and do not provide guarantee of future performance or similar services. Client names have been changed to protect their privacy.
