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News & Announcements

  1. To Buy or Not to Buy

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

  2. Social Security: The Elephant in the Room

    March 13, 2015As the growing wave of Baby Boomers approach retirement, questions and concerns abound.

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

    March 9, 2015Long-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.

  4. Understanding the Alternate Valuation Date

    March 6, 2015When 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.

  5. Options When Your CD Matures

    March 4, 2015When a CD matures — when it stops earning interest — investors are faced with a choice of what to do with the proceeds.

  6. Understanding Long-Term Care

    February 27, 2015Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.

  7. Variable Universal Life Insurance

    February 25, 2015Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life.

  8. Question of the Week - February 23, 2015

    February 23, 2015How are things stacking up so far for 2015?

  9. How Will Working Affect Social Security Benefits?

    February 23, 2015In a recent survey, 65% of current workers stated they plan to work for pay after retiring, and that possibility raises an interesting question: How will working affect Social Security benefits?

  10. Your Personal Recovery

    February 20, 2015As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

  11. Inflation and Your Portfolio

    February 18, 2015Even low inflation rates can pose a threat to investment returns.

  12. Healthcare Costs in Retirement

    February 9, 2015Regardless of whether you’re confident or not, it’s important to have an idea about how much healthcare may cost in retirement.

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 23, 2015

    Monday, March 23, 2015

  2. Fed Note - March 19, 2015

    Thursday, March 19, 2015

The H Group Salem Blog

  1. Closing the Investment Gender Gap

    Tuesday, March 17, 2015

  2. Happy Birthday, 6th Mr. Bull

    Monday, March 09, 2015

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