The Aldrich Group offers a broad range of financial services for businesses from traditional accounting, auditing and tax compliance to business valuation, wealth management, business transitions, financial due diligence, international tax planning, employee benefit and retirement plan services. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies.
We strive to help clients solve problems, recognize opportunities, streamline processes and better utilize their resources so that they can best achieve their financial goals.
With offices in Oregon, California, Washington and Alaska, our related companies have grown to serve clients nationally. These companies and the services they provide include:
Aldrich CPAs + Advisors LLP: Audit, tax preparation and consulting, accounting assistance, and business consulting. These services are provided to thousands of business and individual clients in our local communities.
Aldrich Wealth LP: A fee based Registered Investment Advisory firm with services for individuals and corporate retirement plans. Services include wealth management, tax planning, personal financial planning, guidance for corporate executives with concentrated stock positions.
Aldrich Retirement Solutions LP: Retirement plan design services for corporate retirement plans, pension administration, and consulting. Includes plan design, servicing, and compliance. Clients served range in size from under 10 to more than 6,000 employees.
Aldrich Benefits LP: Assisting employers with employee benefit consulting including medical, dental, group life, and disability insurance for their employees and executive benefits for high level and key employees. Includes plan design, implementation, and annual review of benefits. Aldrich Benefits LP is known as Aldrich Insurance Solutions LP in California.
Aldrich Business Transitions LP: Provides advisory services for business transactions including business succession planning, acquisition, sales or mergers.