Our History

 

Independence Matters

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 side of the table each step of the way. That’s why we are “Your Personal CFO for Integrated Wealth Management.”

On August 1, 2018, Jon Houk and JPH Advisory Group joined Gratus Capital, LLC, an Atlanta based registered investment advisory firm, bringing together two terrific boutique teams that care deeply for clients and share a common approach to integrated, thoughtful financial planning and investment management.

Read more about what it means to be your “Personal CFO.”

“We live in a changing world, but we need to be reminded that the important things have not changed, and the important things will not change if we keep our priorities in proper order.”
– S. Truett Cathy

Ready to Talk About Your Plan?