The H Group, Inc. is one of the largest independent fee-only wealth management firms in the Northwest. Our employees and credentialed advisors are among the most experienced in the industry, averaging over 15 years of experience in the financial services industry. We are a group of independent advisors who collaborate with one another and share the extensive common resources of the firm.
As a fee-only firm, we are members of the National Association of Personal Financial Advisors (NAPFA), a professional organization exclusively for fee-only financial advisors. Some of our advisors also hold an individual membership in NAPFA.
We strive first to understand your needs, and 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.
Advisory services offered by The H Group, an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser or its representatives has attained a particular level of skill or training. Additional information about us is available on the SEC’s public website at www.adviser.sec.gov.
Company Details
- Employees
- 19
- Founded
- -
- Address
- 3395 Sw Garden View Ave, Portland,oregon 97225,united States
- Phone
- 503-292-5853
- sa****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- thehgroup.com
- Keywords
- Financial Planning, Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Education Funding, Charitable Gifting, Finance, Fee-only financial advice.
- HQ
- Portland, Oregon
The H Group, Inc. Questions
The H Group, Inc.'s helpline number is 503-292-5853
The H Group, Inc.'s website is thehgroup.com
The H Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/the-h-group-inc-
The H Group, Inc. has
19 employees.
View email and phone details for 19
employees at The H Group, Inc..
The H Group, Inc.'s industry is
Financial Services
The H Group, Inc.'s top competitors are
Ferguson Wellman And West Bearing,
Craton Zones Investment Cc,
Arnerich Massena, Inc,
Deschutes Investment Consulting,
Coldstream,
Becker Capital Management, Inc,
Vista Capital Partners,
Cable Hill Partners,
Focuspoint Solutions,
Multnomah Group, Inc..
The H Group, Inc.'s support email address is salem@thehgroup.com
The H Group, Inc.'s categories are Financial Services
The H Group, Inc.'s founding year is 1990
