Underhill Financial Advisors, LLC has been recognized by the following organizations

James B. Underhill, CFP® of Underhill Financial Advisors, LLC was selected as the winner of the 2015 Better Business Bureau Torch Award for Ethics. (Click to watch video)

Inside Tucson Business Magazine, Friday May 15, 2015 - "Better Business Bureau passes the Torch to local businesses"

Underhill Financial Advisors, LLC was awarded the Five Star Wealth Manager Award in 2015 and was featured in Phoenix Magazine. 

In Action

Earlier this year, 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 who 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 Arizona.

 (Jim presenting donation check to CFB Staff Meghan)