Insights

Independent Wealth Independent advisory firm led by a CFP with nearly two decades of experience, suggesting opportunities to offer advanced financial planning tools, retirement income solutions, and employer-sponsored planning programs tailored to high-net-worth individuals and executives.

Local Expertise Strong Atlanta-focused trust with dozens of executives and professionals as clients; potential to partner on wealth management, executive benefits, and tax-optimized strategies for local networks and referral sources.

Digital Footprint Tech stack includes AWS, Cloudflare, and web technologies indicating modern online presence; potential to upsell cybersecurity-enabled advisory platforms, client portals, and scalable digital planning tools for enhanced client experience.

Growth Readiness Revenue in the mid-range of small firms with room to scale; opportunity to discuss scalable back-office solutions, CRM integrations, and marketing automation to support client acquisition and service expansion.

Competitive Position Competes with large integrators and major banks; position to offer personalized, fee-based advisory services with differentiated service models, as well as partnerships for product access and custody solutions.

JPH Advisory Group, Inc. Tech Stack

JPH Advisory Group, Inc. uses 8 technology products and services including Amazon Web Services, Cloudflare, MySQL, and more. Explore JPH Advisory Group, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

Cloudflare

Content Management System

MySQL

Database

Cart Functionality

E-commerce

Font Awesome

Font Scripts

AMP

Javascript Frameworks

jQuery

Javascript Libraries

Jetpack

Web Platform Extensions

JPH Advisory Group, Inc. Email Formats	Example	Percentage
First@jphadvisory.com	John@jphadvisory.com	71%
FLast@jphadvisory.com	JDoe@jphadvisory.com	15%
FirstLast@jphadvisory.com	JohnDoe@jphadvisory.com	14%

JPH Advisory Group, Inc. Email Formats

Example

Percentage

First@jphadvisory.com

John@jphadvisory.com

71%

FLast@jphadvisory.com

JDoe@jphadvisory.com

15%

FirstLast@jphadvisory.com

JohnDoe@jphadvisory.com

14%

Frequently Asked Questions

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

You can contact JPH Advisory Group, Inc.'s main corporate office by phone at

+1-770-859-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JPH Advisory Group, Inc.'s official website and social media links?

JPH Advisory Group, Inc.'s official website is jphadvisory.com and has social profiles on LinkedIn.

How much revenue does JPH Advisory Group, Inc. generate?

As of July 2026, JPH Advisory Group, Inc.'s annual revenue is estimated to be $1M - $10M.

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

JPH Advisory Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does JPH Advisory Group, Inc. have currently?

As of July 2026, JPH Advisory Group, Inc. has approximately 1 employees across 2 continents, including North AmericaEurope. Key team members include Principal: A. P.Administrator: M. F.. Explore JPH Advisory Group, Inc.'s employee directory with LeadIQ.

What industry does JPH Advisory Group, Inc. belong to?

JPH Advisory Group, Inc. operates in the Financial Services industry.

What technology does JPH Advisory Group, Inc. use?

JPH Advisory Group, Inc.'s tech stack includes Amazon Web ServicesCloudflareMySQLCart FunctionalityFont AwesomeAMPjQueryJetpack.

What is JPH Advisory Group, Inc.'s email format?

JPH Advisory Group, Inc.'s email format typically follows the pattern of First@jphadvisory.com. Find more JPH Advisory Group, Inc. email formats with LeadIQ.

JPH Advisory Group, Inc.

Q: How many employees does JPH Advisory Group, Inc. have currently?

JPH Advisory Group, Inc. has approximately 1 employees.

Q: What technology does JPH Advisory Group, Inc. use?

JPH Advisory Group, Inc.'s tech stack includes AddThis, RSS, Cart Functionality, Amazon Advertising, Babel.

Q: What is JPH Advisory Group, Inc.'s NAICS code?

JPH Advisory Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesGeorgia, United States0-1 Employees

JPH Advisory Group, Inc. operates in the financial services sector as an independent advisory firm offering integrated wealth management. Founded and led by Jon Houk, a CERTIFIED FINANCIAL PLANNER practitioner with two decades of experience, the firm positions itself as providing personal CFO services to executives, professionals, and families in the Atlanta area. Based in the Atlanta region, the company focuses on delivering comprehensive financial guidance through a holistic, client-centered approach that blends advisory insight with wealth-management support. The organization is small in size, reflecting a boutique practice aimed at individualized service. A recent development noted is the firm’s leadership by Jon Houk, who is described as founder and president of the firm.

Insights

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