Aldrich Advisors

Lake Oswego, OR Financial Services
(503) 620-4489
(503) 620-4489
5665 Meadows Rd Ste 200, Lake Oswego, OR 97035

5665 Meadows Rd Ste 200, Lake Oswego, OR 97035

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Photo of Aldrich Advisors
Photo of Aldrich Advisors
Photo of Aldrich Advisors

About the Business

Aldrich Advisors is a top 100 regional firm of advisors, certified public accountants and business consultants offering tax, accounting, business advice, valuation and employee benefit consulting services. Our offices are located in Oregon, California and Alaska, and we serve clients across the West. Our mission is to help businesses achieve their goals through providing a combination of expertise, technical qualifications and certifications, and a passion for our clients' success.

We specialize in industries including healthcare, manufacturing, construction, telecommunications, electric utilities, public sector, agribusiness, privately held growth-oriented and emerging companies. Our team members are experienced with hands-on industry knowledge and have the necessary qualifications and certifications to provide tailored services and solutions to our clients.

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Publisher Info

  • The AKT story begins in January 1973 when Kent Aldrich set his sights on opening his own accounting practice. Soon after the firm launched in Salem, Dick Kilbride joined Kent to work with tax clients. Upon graduating and passing the CPA exam in November 1974, Steve Tatone joined the firm with a focus on tax. Telecommunications and agriculture were two of the industries the firm served early on. As the firm grew so did the industries we served. Doug Davison joined the firm to focus on serving the telecommunications industry while Steve began building a presence in the construction industry, eventually meeting Jim Dailey and convincing him to join the firm. In 1990, Mark Birge joined the firm with a focus on estate and tax planning and anchored a new office in Lake Oswego. AKT Wealth Advisors was established in 1998, followed shortly by AKT Retirement Plan Services in 2000 and AKT Benefit Advisors in 2003.
  • (503) 620-4489
  • 5665 Meadows Rd Ste 200, Lake Oswego, OR 97035
  • Visit Website

Opening Time

  • Mon
    8:00 AM - 5:00 PM
  • Tue
    8:00 AM - 5:00 PM
  • Wed
    8:00 AM - 5:00 PM
  • Thu
    8:00 AM - 5:00 PM
  • Fri
    8:00 AM - 5:00 PM
  • Sat
    Closed
  • Sun
    Closed
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