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 17, 2016

    Monday, October 17, 2016

  2. Medicare Open Enrollment Begins October 15

    Wednesday, October 12, 2016

The H Group Salem Blog

  1. Get Ready for Medicare Open Enrollment October 15

    Friday, October 07, 2016

  2. Do You Have a Durable Power of Attorney for your IRA?

    Wednesday, October 05, 2016

Find An Advisor

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

News & Announcements

  1. A Very Interesting Quarter

    October 4, 2016 The path to a good year in the financial markets doesn't always follow a straight line. The third quarter of 2016 began with a cloud of uncertainty following the Brexit vote, and had its ups and downs as July, August, and September progressed.

  2. Our Take on the Fed's Decision

    September 21, 2016 The September FOMC meeting ended on September 21 with no action. Here’s our take on it.

  3. Question of the Week - September 19, 2016

    September 19, 2016 What would a Hillary Clinton or Donald Trump victory mean for financial markets?

  4. Five Bad Reasons to Claim Social Security Early

    August 31, 2016 We’ve run more Social Security retirement projections for clients than we can count.

  5. 11 Steps That Can Ease The Aftermath of a Spouse's Death

    August 25, 2016 We’ve worked with many widows and widowers over the years. Some are spouses of existing clients; others came to us from lawyers, accountants, clients, and our website.

  6. Just How Historically Low Are Interest Rates?

    August 16, 2016 We read and hear everywhere that today's interest rates are at historic lows. Well, just how historically low are they?

  7. Should you Buy a Timeshare?

    August 9, 2016 The answer is not black or white, as explained in the July issue of Financial Planning Magazine, which quoted our own Ron Kelemen from our Salem office.

  8. Interest Rates Fall Again on New Federal Student Loans for 2016/2017

    July 19, 2016 Every year, thousands of students and their parents take out federal student loans to help pay for college or graduate school.

  9. 2016 Trustees Reports Project Social Security COLA, Medicare Premiums, and Long-Term Outlook

    June 29, 2016 Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs.