Overview

The H Group Inc Has been a fee only firm for over 18 years. With a planning first mentality. Over the years we have created a team to handle planning for clients and an investment team that works with the advisor to create a portfolio design that comes from the planning side. This allows more time for the advisor to focus on the client needs and relationship. The H group uses Fidelity, TD and Schwab as custodians. Due to the scale with each custodian, we are serviced by a dedicated team at each custodian. This means we work with same people on service issues at each custodian allowing not only a better experience for the client but better service to them as well. We work in teams with each client so that everyone knows about each client. We do work as one advisor being the main contact with the client however the client knows other advisors are involved.

Market
RIA
Last Activity
within 2 months

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