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 - December 11, 2017

    Monday, December 11, 2017

  2. Weekly Review - December 4, 2017

    Monday, December 04, 2017

The H Group Salem Blog

  1. Reflections on a 35-Year Career

    Thursday, December 14, 2017

  2. Getting Into the Holiday Spirit

    Friday, December 08, 2017

Find An Advisor

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

News & Announcements

  1. How is 2018 shaping up?

    November 13, 2017 One can only forecast so much for a coming year or beyond, but a divergence of conditions is generally better news for investors.

  2. Where do we stand now with tax reform?

    October 2, 2017 There are several potential individual tax line items still in play, including repeal of the alternative minimum and estate taxes, simplifying the number of brackets down to three, doubling the standard deduction (to account for the removal of many itemized deductions, including those for state/local taxes paid and others).

  3. Are we about to have another debt ceiling debacle?

    August 28, 2017 It's certainly possible, but could be less likely than the prior mess in the summer of 2011. The ceiling has been raised many times over the years and has been considered merely a legislative formality.

  4. Is LIBOR going away? By the way, what is it, anyway?

    August 21, 2017 LIBOR (London Interbank Offered Rate) represents several averages of interest rates that large banks in London charge each other for short-term loans. Although it's referred to in the singular, it's a series of rates for different terms ranging from 1 day to 1 year.

  5. How is Social Security Doing?

    July 18, 2017 Trustees for the Social Security Trust Funds for the Old-Age & Survivors and Disability Insurance (OASDI) release their annual report on the health and long-range outlook of Social Security. Ignore the scare rhetoric about Social Security going bankrupt. Beneficiaries will still get full benefits through 2034, then about 23% less after that from payroll taxes.

  6. Why is market volatility still so low?

    June 26, 2017 Volatility usually drops during the summer months, as trading desk activity slows down along with vacations picking up, etc. This year, however, the low vol started earlier, and there does tend to be a connection between bullishness and lack of volatility.