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News & Announcements

  1. Buying vs. Leasing a Var

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

  2. Question of the Week - September 22, 2014

    September 22, 2014Should I buy into the hype of IPO stocks like Alibaba? How can I put the risks of an IPO into context for clients?

  3. Question of the Week - September 15, 2014

    September 15, 2014What's Happening in Scotland?

  4. Question of the Week - July 28, 2014

    July 28, 2014 What's going on with Argentinian bonds? How will the recently released changes for money market funds affect clients?

  5. 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.

  6. A Bucket Plan to Go with Your Bucket List

    July 16, 2014 Watch this video to see how a bucket plan can help you be better prepared for a comfortable retirement.

  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. The Global State of Retirement Readiness

    June 11, 2014In our April 1, 2014 blog post, we discussed the 2014 Retirement Confidence Survey from the Employee Benefit Research Institute. Now we have the 2014 Retirement Readiness Survey results by Aegon, a world-wide financial services company.

  9. 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.

  10. Retirement Confidence, circa 2014

    April 1, 2014The Employee Benefit Research Institute just released its 24th annual Retirement Confidence Survey. The 2012 report was the inspiration for Ron’s book, The Confident Retirement Journey.

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 - September 29, 2014

    Tuesday, September 30, 2014

  2. Question of the Week - September 29, 2014

    Monday, September 29, 2014

The H Group Salem Blog

  1. 8,000 Pounds of Sensitive Documents

    Monday, September 29, 2014

  2. Dodging Balls For a Good Cause!

    Monday, September 22, 2014

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