You have a vision of where you want to be. It’s not the same place as everyone else, and we won’t all get there at the same time. Not only is your vision of the future unique; your current opportunities and challenges are too. Tarpley and Underwood Financial Advisors provide financial advice that is customized to where you are now and where you want to be, in the near future and in the long-term. Our model of financial advice is comprehensive, handling all of your personal financial needs and taking you through defining your vision to making it a reality.

TUFA approaches financial advice with a disciplined and thorough process. Our practice begins with understanding your unique situation. We seek to understand both where you are and where you want to be. Next we develop a plan and proposal for getting you from here to there. Once we have developed the plan we can assist in implementing the plan based on how you as a client desire to work with us.

We offer our services in two unique but complimentary platforms:

Hourly Financial Planning Advice
If you need advice in areas such as retirement planning, portfolio review, risk management analysis or any other personal financial area, we can assist with these matters on an hourly planning basis. We use sophisticated Monte Carlo based planning tools to assist in answering your financial planning questions and we seek to do no more work than necessary to provide you with peace of mind. We charge for these services based on our hourly rates. In order to determine how much a specific engagement would cost we recommend sitting down with us on a no obligation basis and letting us discuss your particular needs and situation.

Comprehensive Investment Management
The majority of our clients hire us as discretionary managers of their portfolio assets. As such, after we have gone through the appropriate financial planning process, we will develop and implement a customized investment solution using individual securities and no-load institutional mutual funds. A detailed outline of this process can be found under theAbout Us tab. We are compensated for these services based on a percentage of the assets we are asked to manage.