Aldrich Advisors

Carlsbad, CA Financial Services
(760) 431-8440
(760) 431-8440
5946 Priestly Dr Ste 200, Carlsbad, CA 92008

5946 Priestly Dr Ste 200, Carlsbad, CA 92008

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

About the Business

Aldrich Advisors is a top regional firm of advisors and Certified Public Accountants providing tax, accounting, business advisory, valuation and employee benefit consulting services to private, public, and non-profit organizations. With locations in Oregon, California, and Alaska, Aldrich Advisors is committed to helping their clients reach their goals by combining their industry expertise, technical qualifications and certifications.

The team of experts at Aldrich Advisors specialize in a wide range of industries, such as healthcare, manufacturing, construction, telecommunications, electric utilities, public sector, agribusiness, and growth-oriented companies. They are dedicated to providing tailored solutions to meet the specific needs of each and every one of their 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. In 2007, the firm expanded to Alaska and California.
  • (760) 431-8440
  • 5946 Priestly Dr Ste 200, Carlsbad, CA 92008
  • 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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