1997
Underhill Financial Advisors, LLC was founded in 1997 by Jim Underhill with a guiding principle: "Your Life is My Life's Work." This mission was further strengthened in 2018 when Jim partnered with his son, Jordan, forming a second-generation legacy dedicated to building solid financial plans and wealth management for their clients.
For the past 27 years, our team of trusted advisors and support staff has grown and evolved, providing comprehensive financial planning for individuals, families, and local business owners. Our unwavering commitment to transparency, integrity, and client education has earned us the trust and loyalty of our diverse clientele.
Today
As we continue to expand the number of clients we serve, our focus remains on delivering exceptional service and fostering long-term financial success for all our clients. We uphold the highest standards of integrity in our planning process, always prioritizing our clients' needs and interests.
Our greatest asset lies in cultivating lifelong relationships with our clients and their families, including their children, ensuring we are the trusted family advisor, continuing to provide support and guidance to the next generation.