3395 SW Garden View Ave, Portland OR 97225 | Phone: (503) 292-5853

Welcome to The H Group, Inc. - Portland, Salem, and Boise

The H Group, Inc. is one of the largest independent fee-only wealth management and planning firms in the Pacific Northwest, with offices in Portland, OR, Salem, OR, and Boise, ID. Our employees and credentialed advisors are among the most experienced in the industry. We are a group of independent advisors who collaborate with one another and share the extensive common resources of the firm.

Our clients are busy people who want to simplify their lives. They recognize the value of their time - and of our expertise. They prefer to spend their time enjoying life and focusing on their families and careers, rather than trying to sort through the myriad of complexities in the increasingly difficult world of personal finance. By educating and empowering our clients, we seek to build a deep level of trust and rapport.

What makes us different?

Our planning approach and high standards. We strive first to understand your needs, then create a plan that works toward achieving your goals. We put your investment advisory and wealth management needs into the context of your big picture. Ongoing planning and advice are included in your portfolio management engagement.

What can you expect when working with an advisor affiliated with The H Group, Inc.?

We all have slightly different styles. But no matter whom you work with, you can depend upon your advisor for the highest in ethical standards, competence, client service, and professionalism. Not just from us, but also from the firm's professionals and administrative team that support us.

Please explore this site for additional information and insights about our firm and the clients we serve. We welcome your telephone call or email should you desire additional information or wish to speak personally with one of our advisors.

Recent Blog Entries

The H Group Blog

  1. Weekly Review - March 19, 2018

    Monday, March 19, 2018

  2. Weekly Review - March 12, 2018

    Monday, March 12, 2018

The H Group Salem Blog

  1. What do bulls and bears have to do with capital markets?

    Monday, March 19, 2018

  2. 5 Questions to Test Your Medicare Knowhow

    Monday, March 12, 2018

  3. New Tariffs and Their Potential Impact

    Monday, March 05, 2018

  4. Women of Willamette University

    Friday, March 02, 2018

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We have over 11 advisors to serve you in 4 convenient locations. Search for an advisor now.

News & Announcements

  1. What should we make of the pullback in equities?

    February 12, 2018 As we discussed in our special note last week, pullbacks are a normal component in the cycle of any market, with a few steps forward-one-step back pattern being the tendency of stock investments for the past several centuries. Read our take on this matter.

  2. Now that the tax plan is finished, now what?

    December 26, 2017 The 1000+ page tax reform plan, the largest in decades, has been passed by both legislative chambers and signed into law. It moved surprisingly quickly, with initial debate about various components turning into a package that looked very much like the original submission.

  3. What to make of the rise in Bitcoin and other cryptocurrencies?

    December 18, 2017 It's impossible to speculate on the future prospects of Bitcoin or other cryptocurrencies that have been gaining significant ground in recent months. But it's important to remember the risks.

  4. How is 2018 shaping up?

    November 13, 2017 One can only forecast so much for a coming year or beyond, but a divergence of conditions is generally better news for investors.

  5. Where do we stand now with tax reform?

    October 2, 2017 There are several potential individual tax line items still in play, including repeal of the alternative minimum and estate taxes, simplifying the number of brackets down to three, doubling the standard deduction (to account for the removal of many itemized deductions, including those for state/local taxes paid and others).

  6. Are we about to have another debt ceiling debacle?

    August 28, 2017 It's certainly possible, but could be less likely than the prior mess in the summer of 2011. The ceiling has been raised many times over the years and has been considered merely a legislative formality.