Partner
Scott Barchus, CPA, PFS
Aldrich Wealth
Scott's EXPERTISE
- Certified Public Accountant
- Personal Financial Specialist
- High-net-worth individuals
- Financial planning
- Investment management
- Fiduciary responsibility
- Corporate plan design and administration
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 expertise 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.
