A complete list of active advisors currently associated with The H Group, Inc.

Warmer can help you find a great advisor at The H Group, Inc. or one who fits your needs even better.

The H Group, Inc. is an SEC‑registered, fee‑only investment adviser that serves individuals (including high‑net‑worth clients), businesses, pension and profit‑sharing plans, trusts, estates and charitable organizations. As of December 31, 2024 it managed roughly $580 million in discretionary assets and provides investment supervisory and portfolio management, investment consulting and financial planning through a multi‑advisor model. THG constructs broadly diversified global equity and fixed‑income portfolios and applies a systematic approach with periodic rebalancing, tailoring allocations to each client’s risk tolerance, time horizon and stated preferences. The firm integrates assets across retirement, taxable and employer‑sponsored accounts, offers initial planning engagements and ongoing wealth management retainers, and implements strategies using mutual funds, ETFs, individual equities and debt securities where appropriate. Noteworthy aspects include a network of affiliated firms (THGWA, CS Planning, FocusPoint Solutions and Palouse Capital) and an operational relationship with FocusPoint Solutions that provides turnkey back‑office, reporting and occasional sub‑advisory services; that arrangement involves custodial support payments to the affiliate and receipt of soft‑dollar benefits (software, trading desk access) which the firm discloses as potential conflicts of interest. The H Group also commonly uses third‑party asset managers and paid promoter arrangements, follows a written ERISA/IRC fiduciary process when advising on rollovers, and discloses a conservative valuation practice for illiquid or hard‑to‑price holdings.

To learn more about the advisors currently working at The H Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.