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.

 

Have Questions? Reach Out

Raleigh, NC

P: 919.578.2609
F: 206.838.3681

 

 

 

NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.