Jph Advisory Group, Inc.

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Description

  • 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 n trusted expert---a personal Chief Financial Officer (CFO). We've done this for successful Atlanta-area individuals for over 25 years.Youve got goals and dreams to pursueand more time and money would help you pursue and accomplish them. You need someone to manage your investments and financial affairs while you manage your lifea personal Chief Financial Officer.That Personal CFO should be JPH Advisory Group.We are led by Jon Houkan 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. Using their years of experience, 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 eventits an ongoing process. Thats why we act as your advocatehelping you scrutinize your investment portfolio, your insurance and your estate planning during separate, efficient meetings. We provide ongoing investment management, allocating assets based on proven investment processes while tracking your progress so you can reach your goals.Our strategies are long-term and client-specific. Theyre not about market timing or the latest fad investments. We do not simply write up a plan and walk away; our goal is to guide you to your desired financial future.
  • location

    Headquarters:600 Galleria Parkway Suite 1600, Atlanta, Georgia, United States

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  • Jph Advisory Group, Inc. phone

    Phone Number: +1 770-859-0076

  • Jph Advisory Group, Inc. website

    Website: https://www.jphadvisory.com

  • Jph Advisory Group, Inc. employees

    Employees:9

  • Jph Advisory Group, Inc. revenue

    Revenue:$1 - 10M

  • Jph Advisory Group, Inc. legal name

    Legal Name:Jph Advisory Group, Inc.

  • Jph Advisory Group, Inc.'s Social Media

    Jph Advisory Group, Inc. linkedin Jph Advisory Group, Inc. facebook Jph Advisory Group, Inc. twitter
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  • |  NAICS Code: 523930  |

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Wealth Manager for Jph Advisory Group, Inc.

Curtis Hearn

Wealth Manager

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Curtis Hearn

Wealth Manager

Frequently Asked Questions regarding Jph Advisory Group, Inc.

  • Where are Jph Advisory Group, Inc.'s Headquarters?

    Jph Advisory Group, Inc.'s Headquarters are in 600 Galleria Parkway Suite 1600,Atlanta,Georgia,United States

  • What is Jph Advisory Group, Inc.'s phone number?

    Jph Advisory Group, Inc.'s phone number is +1 770-859-0076

  • What is Jph Advisory Group, Inc.'s official website?

    Jph Advisory Group, Inc.'s official website is https://www.jphadvisory.com

  • What is Jph Advisory Group, Inc.'s Revenue?

    Jph Advisory Group, Inc.'s revenue is $1 - 10M

  • What is Jph Advisory Group, Inc.'s NAICS code?

    Jph Advisory Group, Inc.'s NAICS code is 523930

  • How many employees are working in Jph Advisory Group, Inc.

    Jph Advisory Group, Inc. has 9 employees

  • What is Jph Advisory Group, Inc.'s Industry?

    Jph Advisory Group, Inc. is in the industry of Financial Services

  • Who is Jph Advisory Group, Inc.'s Wealth Manager?

    Jph Advisory Group, Inc.'s Wealth Manager is Curtis Hearn

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