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SIMPLIFY YOUR WEALTH.

SUCCESS AS IT WAS MEANT TO BE

Maximize the Moments.

YOUR PARTNER FOR TRULY COMPREHENSIVE WEALTH MANAGEMENT

When you reach a certain level of success, managing your financial world takes significant time and expertise. You need a trusted partner to help you find the right balance between enjoying your life now and preserving the legacy you’ve worked so hard to create.

For more than 25 years, Socium Advisors has been helping accomplished people simplify their wealth and align it with their values, dreams and goals. Together we’ll take the burden of your financial wellbeing off your plate and create the space you need to live the life you desire.

AWARD-WINNING TEAM

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

Barron's Advisor Top 1200 Financial Advisors 2024
Forbes Best-in-State Top Financial Security Professionals 2023

Barron’s “Top 1,200 Financial Advisors” list (March 2024), based upon data as of 9/30/2023. Forbes Best-in-State Top Financial Security Professionals list (July 2023), based upon data as of 12/31/2022. Research and ranking provided by SHOOK Research. Barron’s “Top 1,200 Financial Advisors” list (March 2023), based upon data as of 9/30/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.