Welcome to the Salem Office

Thanks for your interest in our fee-only wealth management and investment advisory practice located in the Water Place Building in Salem, Oregon. As advisory associates of The H Group, Inc. we are pleased to introduce you to our services and philosophies.

 Our clients benefit from our Team Advantage.

They also benefit from our regular communications, including our unique newsletter.

Although we work with a variety of clients, Medical Economics Magazine recognized our practice as one of the Best Financial Advisors for Doctors and we were admitted to the MD Preferred Network.

We hope the following pages will give you more insight about whether we are the appropriate advisors for you. Please take a few minutes to learn more about our fee-only wealth management practice—who we are, what we do, and how we do it.

 Those pages are important, but what really matters is why we do what we do. The answer boils down to two things:

  1. Our Clients-
    • We genuinely enjoy and respect them.
    • We love serving, educating, and protecting them.
    • We love helping them set and achieve their goals
  2. Our Team-
    • It's fun to do the above as a cohesive team.
Small Business of the Year Award

We were very pleasantly surprised in September 2011 to be named by the Salem Area Chamber of Commerce as the 2011 Small Business of the Year.

The award is based on: 1) business excellence, 2) customer/client relations, 3) community service, 4) achievement recognized by other organizations, and 5) innovation.