ROBERT A. UNDERHILL P.C.

Overview

Robert A. Underhill P.C. operates as a small, adviser-of-advisers style firm serving individual and family clients. The firm is structured as a corporation with an individual owner and describes its primary advisory activity as the selection of other advisers, positioning itself as a capital allocator rather than a direct, full-service wealth manager. That model implies the firm sources and supervises third-party managers to implement client mandates instead of running large in-house investment platforms. The firm reports a nonstandard fee arrangement ("Other") and does not identify as an active ESG investor. It is not classified as a multi-state adviser and does not list pension consulting or related-adviser roles. An industry affiliation with accounting services suggests the firm may integrate tax or accounting expertise into client advisory workflows or rely on accounting professionals as part of its client service or due-diligence processes.

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Investments & Alternatives

Location & Offices