Company Overview
- Headquarters
- 600 Galleria Pkwy, Suite 1600, Vinings GA
- Website
- jphadvisory.com
- Phone
- (770) 859-0076
- Employees
- 4
- Founded in
- 1991
- Industry
- Financial Services
Financials & Stats
Revenue
$5B
Who is JPH Advisory Group Inc
JPH Advisory Group Inc. is a financial advisory firm based in Vinings, Georgia. The company employs 4 people and generates an annual revenue of $5 million. JPH Advisory Group specializes in providing personalized financial planning and investment management services to executives, professionals, and families in Atlanta. They act as a "Personal CFO" for their clients, helping them develop and implement a financial strategy tailored to their individual goals, values, and vision for the future. The firm's founder and CEO, Jon Houk, is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner with over 30 years of experience in the industry. JPH Advisory Group's services include investment portfolio review and management, insurance analysis, estate planning guidance, and ongoing financial monitoring. To learn more about JPH Advisory Group and their services, you can visit their website at jphadvisory.com.
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