Jon P. Houk| CFP®
JPH Advisory Group, Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Atlanta, GA 30339
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
As a minister’s son, Jon Houk grew up with a fundamental sense of right and wrong, and a strong respect for ethics and relationships. Pairing his talent, insight and knowledge with a warm, candid personality, he has become a trusted professional for many Atlanta families.
Jon entered the financial services industry back in 1985, and he’s advised clients for more than 25 years, in bull and bear markets, doing the work he’s passionate about. In fact, his personal mission statement is “to do all things with integrity and passion, all the while staying connected and committed to my God and my family.”
At age 25, Jon was selected by a major financial services company to open and manage its new branch office in Birmingham. A year later, he became a regional manager for that same company in Atlanta. However, Jon soon realized that he wanted to be as independent and unique as the clients he advised. He realized that most large financial services corporations were not always working toward the benefit and best interest of the client. Keeping this in mind, Jon created JPH Advisory Group, and he became the client-based advisor his clients wanted. Jon knew that only by creating an independent, client-centric firm could he have the time to develop deep relationships with his existing clients and thereby help them create financial success for the long run.
A Better Approach
Jon P. Houk founded JPH Advisory Group in 1992 with one goal in mind: to create a place where he could work in the best interests of his clients. He realized early on that the only way to do this effectively was as an independent advisor.
Along the way, Jon has built JPH into a team of like-minded associates, all focused on providing exceptional wealth management advice and guidance. We will listen to your goals and objectives, develop a strategy to achieve them, and then help you along the way to implement the plan. We understand that every individual financial decision affects your whole life, and must be coordinated together. We’re on your the side of the table each step of the way.
That’s why we are “Your Personal CFO for Integrated Wealth Management.”
Read more about what it means to be your “Personal CFO.”