At Underhill Financial Advisors, LLC, we have a strong conviction to help our clients utilize the wealth they’ve earned to live fulfilled and enriched lives. Whether it is accomplishing lifelong dreams, enriching the lives of their family or continuing to bless those around them, our mission is to successfully navigate them through this journey.

We work best with professionals and businesses owners who are facing a significant transition in their lives such as the loss of a loved one, a job change, preparing for retirement or transitioning a business. 

We begin with determining your most important values and understanding your concerns. We take the time to listen and uncover where you are now and what you hope to accomplish.  Together we create a plan called your Financial Roadmap which is personally designed for you.  Our state-of-the-art analysis monitors your progress and helps keep us on track.

We look forward to working with you and hope to become a partner on your journey through life’s transitions.






Earlier this month, our office volunteered at the 

Community Food Bank in Tucson, Arizona. We

had a great time sorting items and working with

the awesome staff at the Food Bank. A special

thanks to the clients that have brought

in items for the Donation Box in our lobby.

 (From left to right: Jim, Crystal, Emily, Sue, Liz, Iyanna)

Jim presenting donation check to CFB Staff Meghan


It was a great opportunity for us to take a hand’s

on approach for those in need in Southern





 (Jim presenting donation check to CFB Staff Meghan)