Jph Advisory Group Inc.
Homepage http://www.jphadvisory.com
LinkedIn Profile https://linkedin.com/company/jph-***y-group***
HQ Location
United States , Georgia, Atlanta600 Galleria Pkwy Suite 1600 Atlanta, Georgia 30339 United States
You’ve got goals and dreams to pursue—and more time and money would help you pursue and accomplish them.
But do you have the time, interest, or expertise to personally manage your investments and financial affairs? Many executives, professionals, and families prefer to focus on managing their lives, while their investments and financial affairs are managed by a trusted expert---a personal Chief Financial Officer (CFO). We've done this for successful individuals and families for over 25 years.
You need someone to manage your investments and financial affairs while you focus on your purpose and passions.
That Personal CFO should be JPH Advisory Group.
We are led by Jon Houk—an experienced, knowledgeable CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, with over 30 years in business. Dozens of Atlanta executives, professionals and families have come to trust Jon as their Personal CFO.
Jon and his team believe your financial strategy should reflect your goals, your values, and your vision for the future. J
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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