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Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and families, and corporate retirement plans. Our integrated approach places our client’s goals at the center and brings together wealth management, financial and estate planning, tax advisory, and corporate retirement plans to support informed financial decision-making and long-term planning. Founded in 1998, we have over $7.4 billion in assets under advisement as of December 31, 2025. Aldrich Wealth is part of the Aldrich group of companies, alongside Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.

Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income. Each client has a team of dedicated Analysts, Administrators and Advisers that deliver on our core value: "... it is only by helpings OTHERS prosper, that we prosper ourselves..." Prosperity is a choice, the leadership at Prosperity has over 30 years of relevant experience in managing through all kinds of market conditions and financial challenges. 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210 | 913-451-4501 275 Springside Drive, Suite 270, Akron OH 44333 | 330-576-4554 11595 N Meridian Street, Suite 300, Carmel, IN 46032 | 317-844-5100 22 North Erie Street, Toledo, OH 43604 | 419-254-2401 Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Prosperity is under separate ownership from Cetera Advisors, LLC.

Pension Strategies, LLC is a fee for service third party administration company (TPA). The firm designs and administers both defined benefit and defined contribution qualified retirement plans. Over 1500 qualified plans are administered by Pension Strategies, LLC.