The H Group, Inc.

The H Group, Inc.

Financial Services

Portland, Oregon 160 followers

Creating Clarity and Confidence in a Complex World

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About us

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. Investment Advisory services are offered by The H Group, an SEC Registered Investment Advisory firm. * Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons, or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. * This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. * The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. * Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Website
https://www.thehgroup.com
Industry
Financial Services
Company size
11-50 employees
Headquarters
Portland, Oregon
Type
Privately Held
Founded
1990
Specialties
Financial Planning, Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Education Funding, Charitable Gifting, Finance, and Fee-only financial advice

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