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JPH Advisory Group
Fee-Only Financial Advisor in Atlanta, Georgia
Home
About Us
Our Team
Jon P. Houk, CFP
Curtis Hearn, CFP
Joshua Swartz, CFP
Our Approach
About You
Your Personal CFO
Investment Management
Investment Philosophy
Our Core Beliefs
Investment Process
Manager Research
Five-Step Asset Allocation Process
Fat-Pitch Investing
Wealth Management
Financial Independence
Cash Flow, Debt, and Tax Strategies
Risk Management
Wills and Estate Planning
Our Views
Contact Us
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Items of Interest
“Even the intelligent investor is likely to need considerable willpower to keep from following the crowd.”
-
Benjamin Graham
Our Team
Jon P Houk, CFP
®
Founder, Wealth Manager
Phone: (770) 859-0076
Curtis Hearn, CFP
®
, MBA
Principal, Wealth Manager
Phone: (770) 859-0076
Joshua Swartz, CFP
®
Wealth Manager
Phone: (770) 859-0076
Magda Richard
Operations Associate
Phone: (770) 859-0076
Brittany Teilhaber
Client Service Coordinator
Phone: (770) 859-0076