Underhill Financial Advisors, LLC of Drexel Heights

Underhill Financial Advisors, LLC of Drexel Heights is a wealth management firm in Drexel Heights, Arizona, serving individuals, families, local business owners, and corporate executives navigating life transitions. The firm specializes in retirement planning, financial planning, investment management, estate planning, tax strategies, and business exit planning, offering tailored solutions to meet clients’ unique goals. With a foundation established in 1997 by Jim Underhill, the firm has served clients across 30 states, emphasizing personalized strategies and long-term financial success. It maintains a 4.90 rating based on client reviews, reflecting strong client satisfaction and trust.

The firm was founded in 1997 by Jim Underhill, a CERTIFIED FINANCIAL PLANNER Professional® with over 29 years of experience, who established a mission centered on client life and financial well-being. In 2018, his son Jordan joined as a partner, continuing the family legacy in financial advisory services. Jim holds an MBA from the University of Pittsburgh and a Mechanical Engineering degree from The University of Missouri. Both Jim and Jordan are certified financial planners, with Jordan also holding the CRPC™ designation. The firm emphasizes transparency, integrity, and client education, building lifelong relationships that extend across generations.

The firm is located on N Swan Rd in Drexel Heights, Arizona. While specific nearby landmarks are not listed, the address sits within the local community of Drexel Heights, serving residents and businesses in the surrounding area. The firm’s focus on personalized planning and client-centered service remains central to its operations, with an emphasis on guiding clients through major financial transitions with clarity and support.

Underhill Financial Advisors, LLC is known for its deep commitment to individualized financial strategy, particularly in retirement, estate, and business transition planning. The firm’s long-standing presence in the region and dedication to client education underscore its reputation as a trusted advisor in the community.