About Company

Underhill Financial Advisors, LLC is a Tucson-based fee-based wealth management and financial planning firm that provides individualized, comprehensive services—including retirement planning, Social Security optimization, estate and tax planning, investment management, business succession and qualified plan design—for individuals, families, small business owners and corporate executives facing major life transitions; Underhill Financial Advisors emphasizes a fiduciary, transparent planning process led by founder Jim Underhill, CFP®, MBA and a team of credentialed advisors, serves clients across multiple states, and focuses on creating clear, stress-tested financial roadmaps tailored to each client’s goals.

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