Find An Advisor

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

News & Announcements

  1. 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.

  2. 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.

  3. Question of the Week - July 14, 2014

    July 14, 2014 With the Dow at 17,000, when is the correction in equities coming? Aren't we about due?

  4. Question of the Week - July 2, 2014

    July 2, 2014Why is my portfolio trailing the S&P 500? What do I need all this ‘diversification’ stuff for?

  5. 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.

  6. 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.

  7. 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.

  8. The Value of Advice

    April 11, 2014For many years the professional financial advisor community and Vanguard, the giant mutual fund company, have had an uneasy relationship. Vanguard often touted their funds and platform as the low-cost investments of choice for the do-it-yourself investor.

  9. 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 firm 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 - July 21, 2014

    Monday, July 21, 2014

  2. Weekly Review - July 14, 2014

    Monday, July 14, 2014

The H Group Salem Blog

  1. Five Reasons Why the Market Won't Crash

    Tuesday, July 22, 2014

  2. Filtering Out Financial Noise

    Monday, July 21, 2014

The Long Term Times Blog

  1. Compounding Wealth

    Friday, May 30, 2014

  2. Business and the Weather

    Wednesday, May 07, 2014

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