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John U
CFP®, Series 66
Raleigh, NC
Farther
John Underhill is a CFP® and Series 66 licensed advisor with 12 years of industry experience. He has worked at Farther since 2026, with prior roles at Acorn & Oak Wealth Management, Northwest Asset Management, and Edward Jones. He is a cofounder of Good Barrels of the Triangle, a nonprofit that organizes events to raise funds and awareness for small local nonprofits. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.
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