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News & Announcements

  1. Question of the Week - November 10, 2014

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

  2. Question of the Week - November 3, 2014

    November 3, 2014Is there any hope for Europe?

  3. Question of the Week - October 20, 2014

    October 20, 2014How does a stronger dollar affect us?

  4. 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.

  5. 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.'

  6. 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.

  7. 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.

  8. 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. Weekly Review - November 17, 2014

    Monday, November 17, 2014

  2. Question of the Week - November 10, 2014

    Wednesday, November 12, 2014

The H Group Salem Blog

  1. Women's Hopes, Fears, and Preparations for Retirement

    Friday, November 21, 2014

  2. The ABCs of Currencies

    Tuesday, November 18, 2014

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