Mark Birge

Role: Partner, Private Wealth Tax at Aldrich
Location: Lake Oswego, OR, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Mark Birge

I work with a team to provide holistic, comprehensive and well coordinated financial…

Experience

Partner, Private Wealth Tax
Aldrich
Oct 1989 — Present
I help our team be intentional in providing high level, focused, value driven financial, estate and financial planning services to high net worth individuals, business owners and family offices.

Skills

Retirement Planning
High Net Worth Individuals
Estate Law
Family Business
Income Tax
Trusts
Tax Preparation
Tax
Financial Planners
Estate Planning
Accounting
Wealth
Small Business
Strategic Financial Planning
Financial Planning
Tax Accounting
Succession Planning
Cpa
Estate Tax Planning
Business Owner Planning
Strategic Planning
Gift Tax

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@aldrichadvisors.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Aldrich

Professional Services · 457 employees · Founded 1973 · Portland, Oregon, United States

For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals. We pair deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to help bring clarity to every phase of our clients’ personal and professional life cycles. The Aldrich group of companies is composed of Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US; Aldrich Wealth LP, a Registered Investment Advisory firm with over $7 billion in assets under advisement; Aldrich Capital Advisors LP, which provides advisory services for business transactions; and Aldrich Solutions LLC, which delivers business and technology consulting services driven by industry understanding and strategic insights. Based in Oregon since our founding in 1973, Aldrich now serves clients across the country from our eight offices throughout the Western US. Learn more at www.aldrichadvisors.com/about.

aldrichadvisors.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Mark Birge

Experience

Partner, Private Wealth Tax

Skills

Find verified contacts for anyone on LinkedIn