Underhill Financial Advisors, LLC of Tucson

Underhill Financial Advisors, LLC of Tucson is a financial planner in Tucson, AZ. The firm specializes in serving individuals, families, local business owners, and corporate executives who are going through a transition. Services include retirement planning, financial planning, investment management, estate planning, tax strategies, and business exit planning. The firm addresses specific needs such as Social Security optimization, qualified plan rules, asset allocation, property titling, gifting strategies, and cost basis reporting. It also provides buy-sell options, key person planning, and owner succession planning for small businesses, as well as risk management strategies for corporate managers that complement benefits packages including stock incentives and deferred compensation.

Founded in 1997 by Jim Underhill, the firm operates under the guiding principle that each client has a personalized financial plan to guide them through life's transitions. In 2018, Jim partnered with his son, Jordan, forming a second-generation practice. Jim Underhill, CFP, MBA, is the founder and Managing Member, with over 29 years of experience managing client portfolios. He holds a Mechanical Engineering degree from the University of Missouri and an MBA from the University of Pittsburgh. He serves on the boards of the Southern Arizona Estate Planning Council, the Financial Planning Association, and the University of Arizona Foundation's Planned Giving Professional Advisory Council. Jordan Underhill, CFP, CRPC, serves as a partner and wealth advisor, focusing on private client wealth management, small business retirement planning, risk management, and family legacy planning. The firm has served clients in 30 states over the past 29 years.

The office is located at 3146 N Swan Rd, Tucson, AZ. It sits on North Swan Road, about a quarter of a mile from East Camp Lowell Drive. The Mini Time Machine Museum is located about 0.2 miles away, and McCormick Park is about 0.5 miles from the office. East Fort Lowell Road is also nearby, approximately 0.4 miles away.

The firm holds a 4.90 rating from customers who have reviewed it. This standing reflects the trust and loyalty earned through a commitment to transparency, integrity, and client education. The team focuses on cultivating lifelong relationships with clients and their families, ensuring support for the next generation.

Underhill Financial Advisors, LLC of Tucson provides tailored wealth management and transition planning for Tucson residents, combining decades of local experience with specialized expertise in retirement, estate, and business exit strategies.