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. JPH Advisory Group helps you clarify this vision and create a plan to achieve it. We can guide you and your family toward financial independence and security. Financial planning is not a one-time event—it’s an ongoing process. That’s why we act as your advocate—helping you scrutinize your investment portfolio, your insurance, and your estate planning during separate, efficient meetings. We also provide ongoing investment management, allocating assets based on proven investment processes while tracking your progress so you can reach your goals.