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John U
CFP®, Series 66
Raleigh, NC
Acorn & Oak Wealth Management
John Underhill is a CFP®-certified financial advisor with 12 years of industry experience. He is the sole advisor at Acorn & Oak Wealth Management, where he has worked since 2021. Prior to this, he was with Northwest Asset Management and Edward Jones. Outside of advisory work, he is a cofounder of Good Barrels of the Triangle, a nonprofit that organizes events to raise funds and awareness for local nonprofits. Acorn & Oak Wealth Management is a fee-only, state-registered firm serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes strategic asset allocation using both passive and active strategies, manages institutional mandates, and incorporates third-party tools for portfolio implementation and digital custody.
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