Jon Houk

CFP®

JPH Advisory Group, Inc.

Financial Advisor

Jon Houk

CFP®

JPH Advisory Group, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Houk, CFP®

(770) 859-0076

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Jon Houk is a Atlanta, GA fee-only financial planner. JPH Advisory Group, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jon Houk is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

 

Jon Houk is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.”

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jon Houk is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jon Houk is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jon Houk

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Office Locations:

  • 600 Galleria Parkway
    Suite 1600
    Atlanta, GA 30339

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