Skip to content

View Our Brochure

Account Access

Refer a Friend

X page opens in new windowFacebook page opens in new windowLinkedin page opens in new window
Wealth Management CFP® Advisors – The H Group, Inc.
Independent Wealth Management Solutions
Wealth Management CFP® Advisors - The H Group, Inc.Wealth Management CFP® Advisors - The H Group, Inc.

CLARITY & CONFIDENCE
in a Complex World

  • Home
  • About Us
  • Find An Advisor
  • Our Clients
  • Our Services
    • Cash Flow Planning
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Risk Planning
    • Effective Tax Planning
  • News
  • Contact Us
  • Home
  • About Us
  • Find An Advisor
  • Our Clients
  • Our Services
    • Cash Flow Planning
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Risk Planning
    • Effective Tax Planning
  • News
  • Contact Us

Daily Archives: July 19, 2024

Portland, Oregon Office – Summer Team Update 2024

News, Team UpdatesBy Amy RathburnJuly 19, 2024

Scott has been making the most of the long summer days. He has been busy with some home improvement projects and has enjoyed getting out of doors for some hikes…

© Copyright The H Group Inc. All Rights Reserved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Advisory services are offered by The H Group, an SEC Registered Investment Advisory firm. Advisory services are only offered where The H Group and its representatives are properly licensed or exempt from licensure. The Certified Financial Planner TM (CFP®) certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s standard of professional conduct. As a prerequisite, the individual must have a bachelor’s degree from an accredited college or university and have at least 3 years of full-time financial planning experience (or equivalent). This designation requires 30 hours of continuing education every 2 years and renewing agreement to be bound by the standards of professional conduct.

ADV III | Privacy Policy
Go to Top