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Acorn and oak wealth management

retire with confidence

Tax Smart Investing

Designed to maximize your returns while minimizing tax liabilities, ensuring your investments work as hard as you do.

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Financial Planning

Comprehensive Financial Planning services, tailored to harmonize your present needs with your future goals

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Business Retirement Plans

Offering bespoke solutions that not only reward your team's dedication but also enhance your company's financial health and stability.

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Transparent, Knowledgeable, and Supportive

Our Commitment

We believe in building a financial plan that grows and evolves with you. Life is full of changes, and your financial strategy should be flexible enough to adapt. Our commitment to integrity, transparency, and support means we're not just your advisors; we're your partners in every step of your financial journey.

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beginning with trust

Why Choose Us?

Our transparent pricing means no hidden fees, no commissions, just honest financial guidance.

Fee-Only Structure

Your goals are our priority. We listen, we plan, we act – always with your best interest in mind.

Client-Centric Approach

Efficient Service, Anywhere

Get efficient, prompt, and high-quality service that fits your unique needs, no matter where you are.

navigating finances

Your Goals, Our Guidance

At Acorn & Oak Wealth Management, we understand that finance isn't just about numbers; it's about paving a path to your dreams. Our team, led by John Underhill, CFP®, is dedicated to helping you navigate the complex world of finance with ease and confidence. Whether you're an individual, a family, a retiree, or a business owner, our personalized, tax-smart strategies are designed to align with your unique life goals.

- Ayn Rand

Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.

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Get in touch

Ready to Take the Next Step?

Let's start a conversation about your financial future. Connect with us today and embark on a journey towards a secure and fulfilling tomorrow.