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. Disaster Planning

    Thursday, May 26, 2016

  2. How Confident Are You About Retirement?

    Tuesday, May 24, 2016

The H Group Salem Blog

  1. Planning for the 'BIG One'

    Thursday, May 26, 2016

  2. Our Latest Newsletter is Here

    Monday, May 23, 2016

Find An Advisor

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

News & Announcements

  1. How Confident Are You About Retirement?

    May 25, 2016 The Employee Benefit Research Institute (EBRI) recently released its 26th annual Retirement Confidence Survey. The good news is that workers in 2016 are more confident about retirement than they were last year and especially from the lows of 2008-2013.

  2. Question of the Week - April 25, 2016

    April 25, 2016 Where do we stand with inflation?

  3. 2016 First Quarter Update

    April 5, 2016 Remember the saying, "In like a lion, out like a lamb?" That certainly applied to the first quarter of 2016.

  4. Dealing with Long Term Care Premium Shock

    March 8, 2016 Following nearly two decades of flat premiums, holders of long-term care insurance policies are being faced with premium increases. Why is this happening, and what can you do about it?

  5. Question of the Week - February 29, 2016

    February 29, 2016 What's with all the negative interest rate talk again?

  6. Question of the Week - February 16, 2016

    February 16, 2016 Why is the market reacting so violently this year? Should I just move everything to cash until things calm down?

  7. Strategies for a Down Market

    February 3, 2016 The stock market just finished a down January, and so far, February isn’t going much better. So, if one cannot control the market, what’s a person to do? The answers depend upon your individual circumstances.

  8. How Do Stocks Work?

    January 30, 2016 Here's an excellent info graphic from our friends at FMG Websites that we recently posted on our Facebook Page. We hope you find helpful and entertaining.

  9. An Easier Way to Grasp the New Social Security Changes

    November 16, 2015 In our November 2 blog, we announced the elimination of two key claiming strategies often recommended to married couples. We have since updated the post as more facts are known.