Partner | Plan | Protect | Prosper

Socium (n) – partner, ally

At Socium, we derive our name from what we care about the most: building genuine partnership. To us, this extends far beyond meetings or business transactions. From outcome-based planning, to sufficient risk protection, to long-term goal funding, we’re passionate about paving the way to prosperous futures for our clients and mutual accountability along the way.

Together, our in-house team and network of national affiliates combine decades of industry experience with a diverse set of skills to ensure that the ways we serve our clients reflect their intentions, input, and needs. Our comprehensive approach focuses on seven interconnected components, all of which are vital to a complete financial blueprint. This approach allows our clients to have the best experience in every area from one cohesive source.



Scott Underwood named one of the best advisors two years running.

His dedication and passion for putting clients first and helping them live the life they want has made him a top financial advisor in the industry. Congratulations!

Barron’s logo reprinted with permission of Barron’s.