K. Scott Barchus joined Aldrich in 1994 and founded Aldrich Wealth in 1998. His primary responsibilities include firm management in his role as president. Scott has a broad array of knowledge in both the corporate retirement plan industry and in areas related to working with high-net-worth individuals. Scott continues to work directly with clients and is a Wealth Advisors’ Investment Committee member. He specializes in designing and administrating qualified plans, fiduciary responsibility, investment management, and financial planning. Scott holds a Certified Public Accountant license and a Personal Financial Specialist credential. He has also completed the Series 7 and Series 65 exams.
Scott received a Bachelor of Science in business with a minor in accounting from Western Oregon University.