Simplify Your Financial Life, Optimize Your Wealth |
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Do you have time, interest or expertise to personally manage your investments and financial affairs? Who does? 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: |
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Affiliations
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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. |
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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. |
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