Jon P. Houk Curtis Hearn Wendi Meyer Joshua Swartz

About Us

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.”

“One of the funny things about the stock market is that every time one person buys, another sells,
and both think they are astute.”
- William Feather