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Acorn & Oak Wealth Group
Personalized Wealth
Management Solutions
We put wealth management strategies in place to help clients toward achieving and fully experiencing the life they envision in retirement.
What do we do?
Acorn & Oak Wealth Group provides financial planning and wealth management services. We put wealth management strategies in place to help clients toward achieving and fully experiencing the life they envision in retirement. Acorn & Oak Wealth Group serves clients in the Research Triangle area of Raleigh, North Carolina as well as across the country.
Who are we?
John Underhill
Investment Advisor Representative
John has been dedicated to helping individuals and businesses with their comprehensive financial planning since 2013. John is proud to serve his clients by working hand in hand toward their unique financial goals. John currently holds his CRPS® (Chartered Retirement Plans Specialist).
Originally from Massachusetts, John has lived in beautiful New Hampshire and Colorado before settling in Raleigh, North Carolina. John loves traveling with his wife and children, craft beer, whiskey, coffee and playing tennis. He enjoys giving back to the community through various nonprofit organizations.