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. Are Equities Overvalued?

    Monday, February 27, 2017

  2. Weekly Review - February 27, 2017

    Monday, February 27, 2017

The H Group Salem Blog

  1. FPA Names Our Own Brenna Baucum as Volunteer of the Year

    Monday, February 27, 2017

  2. Here is our latest Financial Perspective Newsletter

    Tuesday, February 21, 2017

Find An Advisor

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

News & Announcements

  1. Are Equities Overvalued?

    February 27, 2017 We get this question a lot these days, and the answer to it depends upon a variety of factors. We explore two perspectives in detail—value investing and growth investing.

  2. New Advisor Rules Coming for IRAs and Retirement Plans

    February 21, 2017 The Department of Labor's (DOL) Fiduciary Rule about retirement plans has been in the news as the April 10 effective date nears. Here is our analysis and position on it.

  3. What Were the Winning and Losing Asset Classes of 2016?

    January 6, 2017 Every year we update our "Periodic Table of Asset Classes" or as we sometimes call it, our "Skittles Chart." We also include a balanced portfolio of various asset classes, as indicated by the yellow. View the Asset Class chart here.

  4. What are the biggest takeaways from 2016?

    December 27, 2016 This has been a unique year, to say the least, but we can say that about every year to some degree.

  5. Seven for 2017

    December 23, 2016 What would make this a really good year for you? Here are our suggestions for seven things to help you make 2017 a good year, personally and financially.

  6. The Fed Rate Increase—Not the End of the World

    December 14, 2016 We view this as good news. Why? Because it means that the economy is doing well. It takes more than just a 0.25% rate increase to derail equities into a bear market.

  7. Do You Have a Durable Power of Attorney for Your IRA?

    December 7, 2016 There are four main varieties of powers of attorney— limited, general, durable, and springing, but the focus of this article is on the "durable" variety.

  8. Should we be afraid of bonds?

    November 28, 2016 Interest rates have moved upward to be sure as of late, but sudden moves like this aren't uncommon.