Advisors Who Give Back

Championing Diversity, Community, and the Environment

Two Aldrich employees, one man picking up trash and one women with her back facing the camera, during Aldrich's Action Day of community service.

Fostering Diversity, Equity, Inclusion, and Belonging (DEIB)

Our firm defines diversity, equity, and inclusion as bringing one’s full and authentic self to the workplace, and collectively benefiting from the unique perspectives and experiences we each offer. We are committed to fostering a culture and environment where are all welcome and celebrated.

Aldrich exists to improve the lives of our people, our clients, and our communities.

This begins with fostering a culture of inclusion, belonging, and equal opportunity. ​​​​​​​As a firm, we provide equitable pathways to success for anyone with a desire to lead and a commitment to driving results for our people, clients, and communities. Aldrich collectively values diversity of experiences and perspectives. We engage in robust dialogue rooted in mutual respect, especially when differences of opinion arise. ​​​​​​​Due to the broad range of experiences and backgrounds our people and clients represent, Aldrich refrains from publicly speaking on behalf of employees on sensitive matters, including but not limited to current events and politics. Aldrich is committed to ongoing improvement and transparent communication with our people.

Aldrich created a Diversity, Equity, Inclusion, and Belonging (DEIB) Committee that is made up of firm leadership representing the various teams, industries, and expertise that make up the Aldrich Group of Companies. The DEIB Committee has developed a DEIB charter statement, firm plan, community milestones, and training schedule. The committee regularly reports its progress to stakeholders and the firm.

In 2022, Aldrich introduced two floating holidays for all employees—in addition to our firmwide holidays—to observe days/holidays that are personally significant to them. Our Human Resources team has also reviewed our policies and employee handbooks to make improvements for inclusivity.

Two Aldrich employees with one holding a trash bag smiling with gloves and the other with their back facing towards the camera on Aldrich's Action Day of community service.

Living our values through Action Day

Over the years, our community involvement has included sponsorships, participation in events, volunteering as Board and Committee members, and providing direct financial support. Aldrich also lives out our commitment to community involvement by offering 16 hours of volunteer time annually. This allows employees to be involved in projects during work hours that serve basic needs, which we define as shelter, hunger, education, and enrichment.

Annually, we also sponsor Aldrich Action Day, where each of our geographic locations’ volunteers together at a designated nonprofit.

Organizations supported by Aldrich include:

  • American Cancer Relay for Life
  • Big Brothers Big Sisters
  • Boys and Girls Club
  • Blanchet House
  • Catholic Charities
  • Children’s Lunchbox
  • Co-Serve International
  • Community Partners for Affordable Housing
  • Cycle Oregon
  • Easter Seals
  • Family Building Blocks
  • Foundation for Women
  • Medical Teams International
  • North County Health Services
  • Orange County Food Bank
  • Oregon Food Bank
  • Special Olympics
  • San Diego Food Bank
  • The Salvation Army
  • Social Advocates for Youth
  • Tri-City Hospital Foundation
  • Vista Community Clinic
  • Willamette Humane Society
  • Wounded Warriors
  • University of Alaska – Anchorage
  • YWCA
California teams volunteering for Aldrich Action Day

Using Action Day to amplify our environmental impact

Our annual day of service is often centered around environmental projects like removing invasive plants, trash pickup, and preservation of green spaces. Aldrich consistently reviews our practices to continue to evaluate opportunities for improvement.

Our Commitment to the Environment

Commitment to the environment is deeply rooted in our organizational values. We believe that environmental responsibilities and business objectives are connected and linked to the health and safety of our employees and the communities we serve. Aldrich is committed to reducing our environmental footprint by conducting business in an environmentally prudent manner.

We continuously strive to improve our impact on the local and global environment by conserving energy, water, and other natural resources.

To live this commitment, all Aldrich offices strive to reduce waste and offer recycling or compost for paper, plastic, and organic waste. Our offices use motion sensors to ensure overhead lights are only being used when needed by present employees. We embrace digital solutions for internal and external processes to reduce our reliance on paper. Our inviting kitchen space offers reusable utensils and glassware to limit single-use items.

Supporting local brands, coffee is brewed on-site, and kombucha and cold brew are offered on tap, reducing waste from coffee cups and bottles. Outside of the office, our hybrid work environment supports fuel conservation and reduces pollution.

Recent Community Involvement Highlights

Artificial Intelligence—What Are the Possibilities for Business Owners? Q&A with Josh Axelrod, Aldrich COO

Aldrich employees gathering in front of a Medical Teams International van, where they volunteered for Action Day 2024.
Aldrich Hosts Action Day Across Five Volunteer Sites
Coastline of Oregon, where Aldrich Wealth's Neil Plein received the Servant Leadership Award.
Neil Plein Receives 2024 Stephen M. Tatone Servant Leadership Award
Group photo of Steve Tatone winner and group
2019 Steve Tatone Servant Leadership Award