The H Group, Inc
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
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Verified contacts
22
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
386
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- CP
Cheri Pinkerton
Certified Financial Planner · Finance & Accounting
EmailPhone - DH
Dale Hadley
Certified Financial Planner · Finance & Accounting
EmailPhone - ET
Eric Tanikawa
Client Services Specialist · Customer/Client Service
EmailPhone - KK
Katherine Keppel
Certified Financial Planner · Finance & Accounting
EmailPhone - LH
Larry Hanslits
Certified Financial Planner · Finance & Accounting
EmailPhone - MA
Michael Albillar
Financial Advisor · Finance & Accounting
EmailPhone - SM
Scott Maxwell
Certified Financial Planner Professional · Finance & Accounting
EmailPhone - JT
Jason Tafoya
Managing Partner Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone - RA
Rodney A Cook
Private Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 22 verified contacts
Top roles at The H Group, Inc
13 distinct titles indexed · top 10 shown.
- 4certified financial planner
- 3financial advisor
- 2certified financial planner professional
- 2financial planner
- 2private wealth advisor
- 2the h group, inc
- 1certified financial plannertm professional
- 1certified financial planning professional
- 1client services representative
- 1client services specialist
- +3more titles
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