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 - October 5, 2015

    Monday, October 05, 2015

  2. Weekly Review - September 28, 2015

    Monday, September 28, 2015

The H Group Salem Blog

  1. The End of World (So Where Do You Put Your Money?)

    Wednesday, October 07, 2015

  2. Third Quarter Update | 2015

    Thursday, October 01, 2015

Find An Advisor

We have over 11 advisors to serve you in 6 convenient locations. Search for an advisor now.

News & Announcements

  1. Fed Note – September, 17, 2015

    September 17, 2015 

  2. Question of the Week - September 14, 2015

    September 14, 2015 Volatility has sure picked up. What’s the best way to think of volitility?

  3. Question of the Week - August 24, 2015

    August 24, 2015 What happened with China's currency devaluation??

  4. Question of the Week - August 3, 2015

    August 3, 2015 Commodities appear to be challenged again. Do they still offer any benefits?

  5. Question of the Week - July 27, 2015

    July 27, 2015 What's the status of the active vs. passive debate these days?

  6. Question of the Week - July 6, 2015

    July 6, 2015 How are portfolios looking as of mid-year?

  7. Oregon PERS COLA Update

    June 1, 2015 Over the last several years, Oregon’s Public Employee Retirement System (PERS) has been through a number of changes. A new update to the cost of living adjustment (COLA) applied to benefits was released over the weekend..

  8. Caring for Aging Parents

    June 1, 2015 When talking to a parent about future care, it’s best to have a strategy for structuring the conversation. Here are some key concepts to consider.

  9. Question of the Week - June 1, 2015

    June 1, 2015 There hasn't been much votality for a while. What's 'out there' over the summer to keep an eye on?

  10. Fed Note - April 30, 2015

    April 30, 2015 The FOMC meeting ended with little fanfare as theories continued to swirl about surrounding the timing of the Fed's choice to raise interest rates.

  11. Social Security: The Elephant in the Room

    April 13, 2015 As the growing wave of Baby Boomers approach retirement, questions and concerns abound. Is Social Security financially healthy? How much will my income benefit be? How do I maximize my benefits for me and my spouse? When should I begin taking Social Security?

  12. Question of the Week, April 13, 2015

    April 13, 2015 When is the crash coming?

  13. The Anatomy of an Index

    March 25, 2015 Standard & Poor's 500 Composite Inex represents approximately 80% of the value of the U.S. equity market. It may be worthwhile to gain a better understanding of how it works.

  14. To Buy or Not to Buy

    March 25, 2015 The decision whether to buy or rent a home may have long-term implications.

  15. What to Look for in a Long-Term Care Policy

    March 9, 2015 Long-term care insurance is one of the most complex types of insurance you may consider purchasing. Here’s a list of 10 questions to ask that may help you better understand the costs and benefits.

  16. Understanding the Alternate Valuation Date

    March 6, 2015 When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.