Partner | Plan | Protect | Prosper

Welcome to Socium Advisors

Socium Team Meet Our Team

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.

Our team is award-winning

Scott Underwood has been recognized by Barron’s and the Financial Times as one of the top financial advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

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

Also recognized by Barron's in 2021.