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Should you hire us?

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.