Your Trusted Fiduciary Financial Advisor in the Tri-Cities
For over 40 years, HFG Trust has helped individuals, families, and business owners confidently navigate their financial lives. As fiduciary advisors, we deliver personalized wealth management and commission-free advice—rooted in relationships, not sales.
Let’s simplify the complex. Let’s build something lasting.
Wealth Management Services that Work for You.
Get comprehensive oversight that connects your investments, tax strategy, estate planning, and lending, all within one advisory relationship. Our wealth management services simplify the complex and keep every piece of your finances working together.
Financial Planning
Goal-based strategies to guide your decisions with clarity and confidence.
Portfolio Management
Evidence-driven investing with tax efficiency and active rebalancing built in.
401(k) Investments
Smart retirement plan design for business owners and their teams.
Trust & Estate Planning
Preserve wealth, reduce complexity, and support future generations with thoughtful, personalized legacy planning.
Tax Strategy
Taxes don’t have to be stressful. Our integrated tax planning helps you minimize surprises and maximize opportunities within your broader financial plan.
Built on Trust. Backed by Experience.
At HFG Trust, our mission is simple: to simplify your financial journey and empower you to live your fullest life. We believe financial guidance should be rooted in integrity—not incentives. That’s why we operate as fiduciaries, offering independent advice and integrated services that align with your goals, not a sales agenda.
Our vision is a world where doing right by people is the expectation—not the exception. Every client relationship is built on a foundation of wisdom, excellence, and accountability, and supported by a culture of leadership, trust, and harmony. We don’t just manage wealth—we build clarity, confidence, and meaningful partnerships that grow with you.
Trusted and Highly Rated
A Financial Process That Starts With You
At HFG Trust, we don’t believe in one-size-fits-all solutions. Our process begins with listening—understanding your goals, values, and life circumstances before offering any advice. From there, we develop a comprehensive strategy that aligns every piece of your financial picture: investments, tax planning, estate needs, and more. As fiduciaries, we’re committed to transparency, not commissions—so every recommendation is tailored, every decision is intentional, and every step is guided by what’s best for you.
Local Roots. National Perspective.
Headquartered in Kennewick, WA, HFG Trust proudly serves the Tri-Cities—Pasco, Richland, and surrounding communities—along with clients across Oregon and California. Whether you’re a pre-retiree in Richland, a growing business owner in Pasco, or a high-net-worth family in Kennewick, we bring a personalized approach that’s rooted in place and prepared for the future.
Kennewick, WA
Headquarters offering full-service wealth management and fiduciary guidance in the heart of the Tri-Cities.
Berkeley, CA
Holistic wealth and estate planning for clients across California and beyond.
Roseburg, OR
Personalized financial advice and fiduciary planning for individuals, families, and business owners.
Frequently Asked Questions
What does it mean that HFG Trust is a fiduciary?
Being a fiduciary means we’re legally and ethically obligated to put your interests first—always. Unlike commission-based advisors, we provide independent advice with complete transparency, so you can trust that every recommendation is made with your goals in mind.
Who do you typically work with?
We serve a wide range of clients—from high-net-worth individuals and business owners to early-career professionals and multi-generational families. If you’re looking for a long-term partner to simplify your financial life, we’re here to help.
Do I need a certain amount of assets to become a client?
We don’t believe in a one-size-fits-all threshold. Our focus is on building lasting relationships with individuals who value strategic planning, transparency, and collaborative guidance—regardless of where they’re starting.
What services do you offer beyond investing?
HFG Trust provides truly integrated financial solutions. In addition to investment management, we offer comprehensive financial planning, retirement and 401(k) plan services, trust services, and estate planning, tax strategy, and private banking—under one coordinated team.
What Makes HFG Trust Different
At HFG Trust, everything we do is designed to simplify your financial life. With a fiduciary-first philosophy and a full team of experts under one roof, we offer clarity, confidence, and continuity.
Fiduciary-First, Fee-Only Advice
Independent guidance that puts your goals first—always, with no commissions or conflicts.
Local Roots, National Expertise
Proudly based in Kennewick, serving the Tri-Cities and clients across the country.
Decades of Trusted Experience
Over 40 years of helping individuals and families simplify life and plan for what’s next.
Credentialed, Collaborative Team
Advisors, trust officers, and planners who work together to deliver truly personalized strategies.
Long-Term, Relationship-Driven Approach
We’re not here for transactions—we’re here to guide you for life’s biggest financial decisions.
Rooted in Community. Invested in People.
At HFG Trust, supporting our community is more than a value—it’s a commitment in action. From sponsoring local events to serving on nonprofit boards, our team is proud to give back to the Tri-Cities and beyond. Whether it’s financial education workshops, youth programs, or hands-on volunteering, we believe in strengthening the communities where our clients live, work, and thrive.
Insights That Move You Forward
Explore timely articles, market commentary, and practical guidance from the HFG Trust team. From retirement strategies to business transitions and estate planning, our expert resources are designed to simplify financial decisions and empower long-term confidence.
Are You Covered: Auto Liability Insurance
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Ready to Simplify Your Financial Life?
We’re here to listen, guide, and help you move forward—on your terms. Let’s build your financial future together.
