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News & Announcements

  1. The Big 5 Questions

    December 17, 2014Achieving the retirement you dream of takes some serious introspection. In a recent feature on and also picked up by, Ron summarized some key points from his book, The Confident Retirement Journey, and provided details on the 5 most important questions to ask before retirement.

  2. Best Ways to Give

    December 10, 2014If you’re gearing up to give this holiday season, you might be wondering if your donations are as effective as they could be.

  3. Dropping by the Barrel

    December 3, 2014You no doubt noticed how affordable it was to fill your tank over the busy holiday weekend. Not that consumers are complaining, but what is causing our oil prices to drop?

  4. Question of the Week - December 1, 2014

    December 1, 2014Why have oil prices declined so sharply?

  5. Question of the Week - November 10, 2014

    November 10, 2014How did last week’s election impact the economy and market sentiment?

  6. Question of the Week - November 3, 2014

    November 3, 2014Is there any hope for Europe?

  7. October 16 Special Market Update
    and Commentary

    October 16, 2014We don't normally react to day-to-day market movements, but between ISIS, Ebola, Hong Kong, the Ukraine, and the fear-inducing election sound bites, we thought this would be a good time to put things into a broader perspective.

  8. Buying vs. Leasing a Car

    October 1, 2014We all face a similar decision when it comes to acquiring a car: finance, lease, or pay cash.'

  9. What happens to your online accounts when you die?

    July 19, 2014 What happens to all you digital stuff when you die? This is a fast-changing topic where human concerns, law, legislation, and technology all intersect. Here’s an update of new developments.

  10. Ron's Book Reviewed in Wall Street Journal

    June 23, 2014Ron's book, The Confident Retirement Journey received a very good review in the >June 23 Wall Street Journal Encore Section. Here's what it says.

  11. House Bill 2847

    June 3, 2014HR Bill 2847 (a.k.a. HIRE) was passed in 2010 and has been the recipient of a lot of sensationalized stories. We wanted to take a moment to address the bill in factual terms, and its impact on US investors.

Welcome to The H Group, Inc. - Portland, Salem, Boise, and Sacramento

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, Boise, ID, Chico, CA and Folsom, CA. 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. Fed Note - December 17, 2014

    Wednesday, December 17, 2014

  2. Weekly Review - December 15, 2014

    Monday, December 15, 2014

The H Group Salem Blog

  1. The Big 5 Questions

    Wednesday, December 17, 2014

  2. Bicoin's in Your Stocking?

    Monday, December 15, 2014

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