Helping people make wise decisions
about their money and lives

OUR FIRM

The H Group, Inc. is an independent, fee-only Wealth Management firm. Founded in 1990 and registered with the Securities and Exchange Commission as a Registered Investment Advisory firm, we are now recognized as one of the largest independent financial planning firms in the Northwest. We are dedicated to our clients’ success. We strive to understand your needs and then provide practical solutions and effective solutions to your problems. By conducting our business with uncompromising honesty and integrity, we are confident that we will earn your trust and respect.

WHO WE SERVE

Most of our clients are financially comfortable retirees and successful individuals who have accumulated significant assets. They are conservative-to-moderate risk takers, and most of them were referred to us by other clients or by professional advisors. Our clients seek long-term relationships with their advisors. They appreciate our knowledge and expertise, but it is our care and concern for our clients that they value most.

IN OUR COMMUNITIES

OUR ADVISORS TAKE PRIDE IN SERVING THEIR LOCAL COMMUNITIES
Here at The H Group we value community involvement because we believe growing financial success starts right at home. For this reason we encourage our team members to do their part in each of their local communities.

CLIENTS

SERVING WITH PURPOSE

PROFESSIONALS

OUR ADVISORS AVERAGE NEARLY 20 YEARS OF EXPERIENCE
Your financial future is too important to leave to chance. Our experienced group of credentialed financial advisors average nearly 20 years of experience in the financial services profession. All of our senior advisors are CERTIFIED FINANCIAL PLANNER™ (CFP) professionals.

OUR PROCESS

OUR HOLISTIC APPROACH MEETS EVERY AREA OF LIFE PLANNING
Wealth
Management
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Tax
Planning
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Risk
Management
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Estate
Planning
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Cash Flow
Organization
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Philanthropic
Objectives
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

NEWS

A FEW OF OUR LATEST ARTICLES
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon