Five Star Advisor
For the fourth consecutive year, Jon Houk and the team at JPH have been named a Five Star Advisor by Atlanta Magazine, putting him in a select group of metro area advisors.
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Our Promise
As a fee-only advisor, every decision we make is based solely on what is best for our clients.
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Simplify Your Financial Life—And Create the Future You Want
You’ve got goals and dreams to pursue, and more time and money would help you realize them. But do you have the time, interest, or expertise to personally manage your investments and financial affairs? Many executives, professionals and families prefer to manage their lives, while their investments and financial affairs are managed by an trusted expert---a personal Chief Financial Officer (CFO). We've done this for successful Atlanta-area individuals for 25 years.
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Recent Posts

Medicare Open Enrollment -- Avoid the Pitfalls, Take the Opportunities
If you’re like most people, the information you receive about Medicare through the mail, from insurance agents, or talking with friends, family, and co-workers, is ...
Five Things the Wealthy Can Teach about Money
In 1998, Dr Thomas J. Stanley of Georgia State University, published his best-selling book "The Millionaire Next Door," in which he reveals two decades of ...
Second Quarter 2016 Investment Commentary
Second Quarter 2016 Key Takeaways -- U.S. markets were initially range-bound for most of the quarter until June, when the relative calm in global stock markets ...
Behavioral Finance Reveals How Bias May Hurt Your Investing
"He must have been dropped on his head a lot when he was a child." Clearly, we don't often use this phrase to say that someone ...
There's Always Room for Growth
Last month, an article "Ending America's Slow-Growth Tailspin" by economist John H. Cochrane was featured in the Wall Street Journal. The author is a senior ...
Our Take on Brexit and the Markets
We were as surprised as anyone with the results of the Brexit vote. In a historic decision, last Thursday the British people voted to break ...
Should Parents Save Towards College or Retirement?
Many parents find themselves in the predicament of having to choose between saving for college for their children or retirement for themselves. The family may ...
Joshua Swartz's 5 Year Anniversary with JPH
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 ...