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Vice President, Wealth Advisor

John Underhill, CFP®

John Underhill, CFP®

About John

John focuses on breaking down complex financial strategies into accessible, plain-language concepts. He believes that personalized, comprehensive financial planning should be easily understood by the families he serves. Since relocating from Colorado in 2013, John has been dedicated to helping clients build comprehensive financial plans designed to support their vision for retirement. John’s passion for investing began in high school, guided by his father. After college and spending over a decade in the corporate world, he decided to turn that lifelong passion into his profession. He founded Acorn & Oak Wealth Management, LLC in 2021, and now serves as a Wealth Advisor at Farther, with a clear mission: to do work he enjoys while helping clients work toward their financial goals. John holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, a certification recognized globally for its rigorous standard of professional education, stringent code of conduct, and ethical requirements governing client engagements. John is happily married to his wife, Maggie, and has three amazing boys. Outside of the office, you’ll find him golfing, playing pickleball or tennis, hunting for rare bourbons, and enjoying time with his family and friends.

FAQs

  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
  • What’s the first step to getting started, and what should I expect during our first conversation?+
    Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Connect with John Underhill, CFP®

John Underhill, CFP®, Vice President, Wealth Advisor — Farther