Congratulations to Tyler Floyd of Texas Tech University for Winning the 2017 JPH FuturePlanner Scholarship!

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JPH Advisory Group is excited to announce the very first winner of the JPH FuturePlanner Scholarship program. The FuturePlanner scholarship is an annual award to a deserving undergraduate or graduate student studying in a CFP Board-approved program of study. After receiving applications from students across the country, Tyler’s entry was chosen based on a number [...]

Curtis Hearn’s Ten-Year Anniversary with JPH (And a Surprise Announcement!)

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This month marks my tenth year of employment with JPH Advisory Group, which I think is cause for some celebration! But first, a little reflection… If I’m completely honest, when I first stepped into the financial industry about 14 years ago, I did so with a great deal of trepidation. Deep down, I felt a [...]

Jon Houk and Team named Five Star Wealth Manager for Fifth Straight Year

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We are proud to announce that Jon Houk, CFP and the team at JPH Advisory Group, Inc. have been named as a Five Star Wealth Manager for the fifth straight year! Because of this, the firm has been featured in Atlanta Magazine in the October issue, and also in the November 28th issue of the Wall Street [...]

Money, Thanksgiving, & Happiness — Five Quotes to Start Your Holiday Week

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Thanksgiving week has arrived, and while we all have jam-packed to-do lists full of shopping to do, traveling plans to make, and goodies to bake, let’s all take a few minutes to reflect on all the blessings we share. To get your reflective mood kick-started, here are five poignant quotes from those who said it [...]

Joshua Swartz’s 5 Year Anniversary with JPH

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This week marks Josh’s 5 year anniversary at JPH Advisory Group. Josh joined us directly out of college as an intern in the summer of 2011. I can still remember the office taking Josh out to lunch during his interview process and being astounded at just how mature and comfortable he was in his own [...]

Welcome Mahea Akana, Newest Member of the JPH Team

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Mahealani  “Mahea” Akana has recently joined the JPH Advisory Group team and brings extensive customer service and administrative support experience to her role as Client Service Associate.  Mahea has 29 years of experience supporting large client bases, top executives, and multi-person sales teams at major financial institutions.  Mahea uses this knowledge to understand each client’s needs [...]

Market Update from JPH Advisory

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As I’ve said many times in the past, “the market can go down 10% at any time for any reason or for no reason at all.” Unfortunately, over several days in late-August, I was proven right. Volatility has returned with a vengeance to equity markets after almost 4 years without a correction (i.e. a market [...]

Jon Houk named Five Star Advisor

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Jon Houk has been named as a Five Star Advisor in Atlanta Magazine again! Atlanta Magazine and Five Star Professional have partnered up to find wealth managers who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Jon was found to be among the [...]

Who is Your Advisor Working For?

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Why the Fidiciary Standard Matters Hanging prominently on the wall when you walk into the lobby of our office is a pledge called the Fiduciary Oath. You can read the wording of it here, but it basically says that we promise to always put our clients first, even if that might mean we have to [...]

Congratulations to Joshua Swartz for Obtaining the CFP® designation!

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Due to the hard work of our staff and the loyalty of our wonderful clients, JPH Advisory Group has been growing! In anticipation of that growth, several years ago we hired Joshua Swartz, a young, capable graduate of Liberty University’s financial planning program. Joshua has been with the firm since then helping both Jon and Curtis [...]