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Insights

Independent Advisory Independent wealth management focus with a CFP practitioner leading the firm suggests a target for high net-worth individuals and professionals seeking fiduciary guidance and integrated financial planning services.

Small Firm Dynamics Very small team size implies potential needs for scalable services such as vendor partnerships, compliance support, marketing automation, or back-office solutions to support growth and credibility with larger clients.

Digital Footprint Active tech stack including WordPress, Mailchimp, and cloud services indicates readiness for marketing automation, client onboarding enhancements, and digital engagement strategies to attract affluent clients.

Financial Scale Revenue in the one to ten million range and a founder-led model present opportunities to offer higher-value advisory platforms, retirement planning tools, and practice management services to drive profitability.

Growth Potential Leadership with nearly two decades in wealth management and a network across Atlanta can be leveraged for referral partnerships, strategic alliances, and expanded service lines to capture more affluent segments.

Similar companies to JPH Advisory Group, Inc.

JPH Advisory Group, Inc. Tech Stack

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

JPH Advisory Group, Inc.'s Email Address Formats

JPH Advisory Group, Inc. uses at least 3 email formats:
JPH Advisory Group, Inc. Email FormatsExamplePercentage
First@jphadvisory.comJohn@jphadvisory.com
71%
FLast@jphadvisory.comJDoe@jphadvisory.com
15%
FirstLast@jphadvisory.comJohnDoe@jphadvisory.com
14%

Frequently Asked Questions

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconJPH Advisory Group, Inc.'s official website is jphadvisory.com and has social profiles on LinkedIn.

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconJPH Advisory Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

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

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

Minus sign iconPlus sign iconJPH Advisory Group, Inc. operates in the Financial Services industry.

What technology does JPH Advisory Group, Inc. use?

Minus sign iconPlus sign iconJPH Advisory Group, Inc.'s tech stack includes Amazon Advertising, Amazon Web Services, WordPress, Mailchimp, Font Awesome, Sentry, Wistia and WP Engine.

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

Minus sign iconPlus sign iconJPH 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. logo

JPH Advisory Group, Inc.

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.

Section iconCompany Overview

Phone number
+1-770-859-****
Website
jphadvisory.com
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    JPH Advisory Group, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Principal at JPH Advisory Group, Inc.
    A. P.
    Principal
    Mobile Phone
  • Administrator at JPH Advisory Group, Inc.
    M. F.
    Administrator
    Mobile Phone

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