Your Life is Busy — It’s Time to Simplify It
Do you have the time, interest, and expertise to personally manage your investments and financial affairs?
Simplify Your Life
You have goals and dreams to pursue, and more time and money would help you realize them. But do you also have the time, interest, and expertise to personally manage your investments and financial affairs? That’s why many executives, professionals, and families prefer to focus on living their lives, while their investments and financial affairs are managed by a trusted expert–a personal Chief Financial Officer (CFO).
We offer customized portfolios aligned with your goals managed by experienced professionals.
Our process has been refined thru 30 years of investing in both bull and bear markets.
- disciplined approach
- tactical asset allocation
- consolidated online reporting
Holistic Wealth Management
Financial planning isn’t a one-time event, it’s a journey you take with a trusted and experienced advisor.
Holistic Wealth Management
integrates investments, taxes, risk management, and estate planning so that all of your financial life is working towards your goals.
Nobody pays us but our clients -- that’s how we provide independent, objective advice.
The financial industry is littered with conflicts of interest, but our clients can rest assured that we receive zero compensation from outside sources, and work 100% on behalf of their interests.
Five Star Advisor
For the seventh consecutive year, Jon Houk and the JPH team have been featured as a “Five Star Wealth Manager” by Atlanta Magazine, putting them in a select group of metro area advisors. Check out the most recent award published in the October 2016 issue. Also, Jon and team were recognized in the November 28th issue of the Wall Street Journal’s Wealth Management Report.
Jon P. Houk on founding JPH Advisory Group
Jon on our Investment Philosophy
As Featured In
Key Takeaways US stocks rose to the top of asset class performance charts with solid returns in the second quarter. Larger-cap US stocks gained 3.4%, but were outdone by smaller-cap stocks, which jumped 7.9%. The smaller-cap out-performance was driven by the market...read more
First Quarter 2018 Key Takeaways Volatility returned to the financial markets in the first quarter, for the first time in a while. Stocks surged out of the gates in January, then corrected sharply, before rebounding into mid-March, clawing back much of their losses....read more
Tax planning is an ever-important, but often neglected, part of financial health. Over the years, taking advantage of seemingly small tax deductions can add up to a tremendous amount of wealth, due to the impact of compound interest. (For an extreme example of this,...read more
Should You Hire JPH?
As a fiduciary, fee-only financial advisor, every decision we make is based solely on what is best for our clients. We help streamline your finances so that they reflect your goals, values, and vision for the future.
Using our years of experience, we help you clarify that vision and create a plan to achieve it. Then we walk the path alongside you, to guide you and your family toward financial independence and security.
Are We the Right Fit?
So what do clients of JPH Advisory Group typically look like? Well, we have clients of all types, including busy executives, business-owners, widows, retirees and families, but they all have certain traits in common:
- Prudent – They are serious with their hard-earned money, and value candor, integrity, and honesty from their trusted advisor.
- Ready to Delegate – Because they value their time, many of our clients want to “outsource” their finances and investments to an experienced professional who takes responsibility for planning, implementation, and follow-through.
- Intentional – They are ready to follow through on their ambitions, and this focus has allowed them to accumulate significant assets for their goals.*
- Purposeful – They are typically out living life to the fullest, investing themselves into their families, communities, and careers. Even many “retired” clients tend to continue leading happy and productive lives, pursuing the things they are passionate about.
*In fact, we have found that the clients we can help the most have investments of at least $500,000, and our average client family has about $1 million in investable assets.