by Jon P. Houk, CFP | Aug 6, 2018 | In The News, JPH Advisory Group |
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...
by Curtis Hearn, CFP | Aug 9, 2017 | FuturePlanner Scholarship, JPH Advisory Group |
JPH Advisory Group is excited to announce the very first winner of the JPH FuturePlanner Scholarship program. The FuturePlanner scholarship is an annual award to a deserving undergraduate or graduate student studying in a CFP Board-approved program of study. After...
by Curtis Hearn, CFP | Feb 28, 2017 | JPH Advisory Group |
This month marks my tenth year of employment with JPH Advisory Group, which I think is cause for some celebration! But first, a little reflection… If I’m completely honest, when I first stepped into the financial industry about 14 years ago, I did so with a great deal...
by Curtis Hearn, CFP | Dec 14, 2016 | In The News, JPH Advisory Group |
We are proud to announce that Jon Houk, CFP and the team at JPH Advisory Group, Inc. have been named as a Five Star Wealth Manager for the fifth straight year! Because of this, the firm has been featured in Atlanta Magazine in the October issue, and also in the...
by Jon P. Houk, CFP | Jun 17, 2016 | JPH Advisory Group |
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 2011. I can still remember the office taking Josh out to lunch during his interview process and being astounded at just how mature and...
by Curtis Hearn, CFP | Sep 18, 2015 | JPH Advisory Group |
Mahealani “Mahea” Akana has recently joined the JPH Advisory Group team and brings extensive customer service and administrative support experience to her role as Client Service Associate. Mahea has 29 years of experience supporting large client bases,...
