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 - November 23, 2015

    Monday, November 23, 2015

  2. Weekly Review - November 16, 2015

    Monday, November 16, 2015

The H Group Salem Blog

  1. An Easier Way to Grasp the New Social Security Changes

    Monday, November 16, 2015

  2. New Budget Deal Eliminates Two Popular Social Security Claiming Strategies

    Monday, November 02, 2015

Find An Advisor

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

News & Announcements

  1. Will we ever see inflation again? Where’s all this deflation coming from?

    November 9, 2015 Will we ever see inflation again? Where’s all this deflation coming from?

  2. The Bipartisan Budget Act of 2015

    November 3, 2015 The Bipartisan Budget Act of 2015 eliminates two popular Social Security Claiming Strategies.

  3. Fed Note – September, 17, 2015

    September 17, 2015 

  4. Question of the Week - September 14, 2015

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

  5. Question of the Week - August 24, 2015

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

  6. Question of the Week - August 3, 2015

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

  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. 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.

  10. 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?

  11. 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.

  12. To Buy or Not to Buy

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

  13. 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.

  14. 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.