Insights

Independent Wealth Independent advisory firm led by a CFP with nearly 20 years of experience, suggesting an opportunity to position comprehensive wealth management services to high-net-worth individuals and executives in Atlanta who value fiduciary, fee-based guidance.

Personal CFO Strong founder-centric story as trusted personal CFO for Atlanta executives and families, indicating a potential cross-sell of integrated financial planning, investment management, and family office services to an audience accustomed to concierge financial care.

Mid‑Market Focus Revenue in the $1M–$10M range and a lean team suggest scalability needs and demand for scalable advisor solutions, technology-enabled client onboarding, and outsourced back-office support to improve efficiency and margins.

Tech Stack Leverage Usage of cloud, web and mapping technologies implies readiness for digital client experiences; opportunity to propose modern CRM, portfolio analytics, and cybersecurity enhancements to attract more affluent clients and manage growth.

Strategic Partnerships Relatively small firm with aspirations for expansion provides a pathway for partnership or white-label services with larger custodians or independent network platforms to accelerate growth and credentialing in the Atlanta market.

JPH Advisory Group, Inc. Tech Stack

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

Amazon Web Services

Cloud Hosting

Open Graph

Content Management System

MySQL

Database

Cloudflare DNS

Domain Name Services

Twemoji

Font Scripts

React

Javascript Frameworks

Google Maps

Maps

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

Where is JPH Advisory Group, Inc.'s headquarters located?

JPH Advisory Group, Inc.'s main headquarters is located at 600 Galleria Parkway Suite 1600 Atlanta, Georgia 30339 United States. The company has employees across 1 continents, including North America.

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.

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 February 2026, JPH Advisory Group, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Wealth Manager: C. S.Principal: A. P.Client Service Associate: M. A.. 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 ServicesOpen GraphMySQLCloudflare DNSTwemojiReactGoogle MapsJetpack.

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 Cloudflare DNS, WP Engine, AMP, Yoast SEO, Font Awesome.

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

Similar companies to JPH Advisory Group, Inc.

Moelis & Company

Goldman Sachs

Houlihan Lokey

JP Morgan Chase

Lazard

Merrill Lynch

Morgan Stanley