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 - February 1, 2016

    Monday, February 01, 2016

  2. Weekly Review - January 25. 2016

    Monday, January 25, 2016

The H Group Salem Blog

  1. Strategies for a Down Market

    Wednesday, February 03, 2016

  2. How Do Stocks Work?

    Wednesday, January 20, 2016

Find An Advisor

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

News & Announcements

  1. Question of the Week - January 25, 2016

    January 25, 2016 Is a recession imminent?

  2. Question of the Week - December 28, 2015

    December 28, 2015 2016 (Part 2): How is the investment environment shaping up?

  3. Question of the Week - December 21, 2015

    December 21, 2015 2016 (Part 1): How is the economic environment shaping up?

  4. Fed Note - December 16, 2015

    December 16, 2015 The December meeting was again slated to be 'the one', as in the meeting where interest rate policy changed for the first time in a decade and almost exactly seven years after the fed funds rate was cut to just over zero.

  5. Question of the Week - December 14, 2015

    December 14, 2015 What’s going on with the high yield bond market?

  6. Question of the Week - November 30, 2015

    November 30, 2015 Where are we at this stage of the economic recovery?

  7. Question of the Week - November 9, 2015

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

  8. The Bipartisan Budget Act of 2015

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

  9. Fed Note – September, 17, 2015

    September 17, 2015 

  10. Question of the Week - September 14, 2015

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

  11. Question of the Week - August 24, 2015

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

  12. Question of the Week - August 3, 2015

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

  13. 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..

  14. 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.