Simplify Your Financial Life, Optimize Your Wealth

Do you have time, interest or expertise to personally manage your investments and financial affairs?

    Who does?
    Your life is busy - and it's time to simplify it.
    It's time to talk with Jon Houk.

Click here to schedule a FREE initial consultation.

Jon Houk is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years of experience, and he translates this knowledge and experience into a disciplined process to help you optimize your wealth.

This process is called integrated wealth management - a holistic strategy that addresses your most important financial issues so you can achieve your goals. 

It starts with a solid plan - a written financial document coordinating investments, trusts, insurance and tax reduction strategies.

It succeeds with a partnership - a relationship in which Jon becomes your personal CFO.

Jon works with executives, professionals and families who look for three important factors in a financial planning relationship:

  
 

  1. Unbiased Advice - They want independent, objective financial guidance from an experienced professional.

  2. Comprehensive Service - The time has come to “outsource” their financial and investment lives, and they want an organization that takes responsibility for planning, implementation and follow-through.

  3. A Prudent Approach - They take their finances seriously. They are prudent and don't think investing is a game. They don’t want to gamble with their serious money.

 

...................................................................................................................................................................................................................................................................................

 Affiliations

 

Jon Houk is a CERTIFIED FINANCIAL PLANNER™ practicioner and as such has satisfied rigorous academic training and experience requirements. CFP® certificants must also undergo continuing education courses to stay abreast of the financial planning field. Find out more here about the CFP Board and what it means to be a CFP® certificant.


 

Jon Houk, CFP® is a registered financial advisor (RFA) with NAPFA, the National Association of Personal Financial Advisors. As a member, Jon has bound himself to a fiduciary oath, which requires that all recommendations be presented on "good faith" as being in the best interest of the client. In addition, JPH is fee-only, meaning we are only compensated by our clients. We do not accept commission or "kick-backs" from any financial institution. Read more about why being a NAPFA RFA sets us apart.

 

New! JPH Advisory Group is now accepted into the MD Preferred Financial Advisor Network. The MD Preferred FA Network is a service of the MD Preferred Service Network – a growing online physician resource center. The program is designed to bring together premier service providers in a wide range of disciplines that have committed themselves to serving the medical community. Click here to read about the MD Preferred Network.