Jon Houk (CFP®)

Jon Houk focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Jon Houk is a CERTIFIED FINANCIAL PLANNER practitioner that translates his knowledge and experience into a disciplined process to help you optimize your wealth. This process is “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.   

Additional Information

As a minister's son, Jon Houk grew up with a fundamental sense of right and wrong, and a strong respect for ethics and relationships. Pairing his talent, insight and knowledge with a warm, candid personality, he has become a trusted professional for many Atlanta families.

Jon entered the financial services industry back in 1985. and he's advised his clients for more than 20 years, in bull and bear markets, doing the work he's passionate about. In fact, his personal mission statement is "to do all things with integrity and passion, all the while staying connected and committed to my God and my family."  At age 25, Jon was selected by a major financial services company to open and manage its new branch office in Birmingham. A year later, he became a regional manager for that same company in Atlanta. Jon soon realized that he wanted to be as independent and unique as the clients he advised. He realized that most large financial services corporations were not always working toward the benefit and best interest of the client.  Keeping this in mind, Jon created JPH Advisory Group, Inc. – he became the client-based advisor his clients wanted. JPH Advisory Group’s utmost goal is to maintain the highest levels of integrity and objectivity, while designing financial and investment strategies to fit each client’s individual needs. Jon’s advisory fees are based solely on the size and complexity of the client’s portfolio – he does not sell products, nor does he receive commissions.

NAPFA Start Date

January 20, 2004

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This Office

3350 Riverwood Pkwy SE Ste 1550 Atlanta, GA 30339-3358 Phone: (404) 961-6000 Fax: (404) 961-6020