The H Group, Inc. Employee Directory

Financial ServicesOregon, United States11-50 Employees

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.

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