Wealth Advisor, Portfolio Manager
Wealth Advisor, Portfolio Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Houk, CFP®
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Meet Jon Houk
As a minister’s son, Jon 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 30 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.
On August 1, 2018, Jon Houk and JPH Advisory Group joined Gratus Capital, LLC, an Atlanta-based registered investment advisory firm, bringing together two terrific boutique teams that care deeply for clients and share a common approach to integrated, thoughtful financial planning and investment management.
Jon and his wife, Christine, are involved parents who understand the importance of passing along their values and sense of ethics to their children. They maintain active roles in their children’s team sports, church, and school. Jon is devoted to making a difference in the lives of others, whether volunteering on a baseball field or working with a client to help them achieve their goals for the future.
Jon Houk is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Jon Houk is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jon Houk
3350 Riverwood Parkway
Atlanta, GA 30339