Services
OUR PHILOSOPHY

Our firm focuses on prudent wealth management and holistic financial planning. Our investment philosophy is one of careful management and asset allocation. We strongly believe that keeping your investments diversified is the best protection against severe volatility. We use a holistic approach to financial planning. Our specialty is helping our clients dream, develop and achieve their goals over the long term. Some of our client relationships are over three decades long.

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CLIENTS
SERVING WITH PURPOSE

Our Clients Are Busy People

They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.

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Our Clients Are Multigenerational

We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.

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Our Clients are Professionals

We are privileged to serve clients from all backgrounds, but a large portion of them fall into one of the three P’s: physicians, professors and public employees. In addition, we serve a number of small business and farm owners and quite a few retirees.

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Our Clients Trust Us

We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.

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Our Clients Value Time

They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.

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Our Clients Are Fun

We genuinely enjoy and respect our client families. We look forward to seeing them and go out of our way to find opportunities to make their lives easier.

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

2024 Year-End Tax Tips

Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2025, particularly if you think you may be…

2024 Q3 Team Update | Out & About

Team Update Eric is back on the BBQ trail! On June 22nd, he attended a Steak Competition in Lebanon and finished 6th place. Then 2 weeks later to Sweet Home for the big BBQ Competition in which the team overall…

2024 Q2 Team Update | Out & About

Team Update Eric was recently on medical leave. He had his right kidney removed along with the hitchhiker named “Tumor.” At this point it appears the surgery was completely successful.  During his time of recovery, he learned how to use…

The H Group, Salem Welcomes Katie Martin!

Welcome, Katie Martin!  Katie is joining us after a varied career in education, client service and operations. More recently, she has been a financial advisor with a corporate firm. Her transition to private wealth management in an RIA is a…

medicare open enrollment

Medicare Open Enrollment Begins October 15

If you are covered by Medicare, it’s time to compare your current coverage with other available options. Medicare’s Open Enrollment period begins on October 15 and runs through December 7. Medicare plans can change every year, and you may want…

2023 Q3 Team Update | Out & About

Team Update Eric and Amy were on the road again for BBQ competitions. First stop was Sweet Home, OR for the Icebox BBQ Competition. They were pleased to bring home some hardware in the Steak categories, placing fourth and tenth…

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The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon