Underhill Financial Advisors, LLC

I have worked with Underhill Financial for many years and always appreciate their advice and assistants in my financial planning. I would highly recommend them to anyone looking for a financial advisor. I do feel they have my best financial interest at heart. They encourage me to be on the "right path" to financial wellness.

Jim Underhill and his team are amazing. They treat their clients like family. I have never felt so comfortable and confident about what the future holds for me financially. They listened to my goals and designed a plan to make all my finances fit to meet those goals. I feel blessed to have them as my financial advisors. Thank you for taking the financial guesswork out of my life and showing me that my future doesn’t have to be a mystery. I would, have, and will continue recommended them to everyone.

Jim Underhill founder and owner of Underhill Financial has been our financial advisor for 22 years since 2003. Our families grew up together as his sons attended elementary and high school with our children. Jim listens to us. He knows our dreams and aspirations and has consistently provided us sage advice and guidance regarding our financial decisions. His knowledge and wisdom has helped us chart our path to financial freedom. His engineering education and background is also reassuring to me (an electrical engineer) as his solutions are expertly tailored to each and every clients challenges and needs. We have referred many of our families, co-workers, and friends who have experienced the same trusted guidance to manage their finances. Jim has an easy winsome way about him. He has a deep faith in God and humbly respects all who he interacts with. His integrity and trustworthiness is second to none. And he treats all his clients as part of the whole Underhill Financial family. He has brought on his son Jordan and has hired an excellent staff: Davis, Erin, Elizabeth, to help and grow the firm. My wife Sue and I highly recommend Jim, Jordan and the whole Underhill Financial Team to serve you and help you reach your financial and life goals!!!

I am so happy that I met Jim Underhill about 10 years ago working out at the gym. It was a blessing in disguise as we have now worked with Jim for the last seven years and couldn’t be happier. Underhill Financial is a boutique financial advisor, which makes us feel very comfortable. Jim has become a trusted friend over all these years and has built a bond of trust between his company and my wife, Diana and myself. It’s also unique that we have gotten to know virtually all the employees as well as his son Jordan who is also an experienced advisor. It’s a very comfortable feeling when you’re able to walk into the office and know everyone. It’s also nice to know that if you do have a question that Jim or Jordan will respond to you in a very prompt manner and not just respond but make sure that you get a solid answer to your questions. As you can see, I highly recommend Jim Underhill and Underhill Financial.

I have been a client for Underhill Financial for 20 yrs.Their team is very knowledgeable in this business. I came to know Jim and his team after the death of my husband. He helped me get affairs in order and knew the professionals I would need to meet with for establishing a will. I have come to know Jim as family! I am always glad to refer client to Jim when needed. You are making the right choice if you are looking for a family oriented team that puts your needs first.