A complete list of active advisors currently associated with Acorn & Oak Wealth Management

Warmer can help you find a great advisor at Acorn & Oak Wealth Management or one who fits your needs even better.

Acorn & Oak Wealth Management is a fee-only, state-registered independent advisory firm that provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm also offers participant education for employer-sponsored plans and coordinates ancillary services such as tax return preparation and facilitation of estate‑planning documents. The firm’s investment approach emphasizes strategic asset allocation informed by modern portfolio theory, combining passive and active funds and using tactical tilts within client risk tolerances. Portfolios are managed on a discretionary basis when engaged, with the firm employing outside managers and a sub‑advisory platform to implement model allocations and tax‑loss harvesting as part of ongoing monitoring and client reviews. Notable for a solo independent adviser, Acorn & Oak provides portfolio management for institutional clients (charities and business plans) and delivers participant education services, capabilities that are uncommon among peers. The firm also facilitates estate document preparation through a third‑party platform, offers fee‑based annuities on a fee‑only basis, and requires use of selected custodial platforms while leveraging third‑party execution and tax‑management tools.

To learn more about the advisors currently working at Acorn & Oak Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Underhill	Raleigh, NC	12

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