Finding a financial partner you trust shouldn’t feel like a scavenger hunt. We’ve built our presence with purpose, rooted in deep expertise and real relationships in the communities we know best. Whether you’re nearby or connecting with us from across the country, you’ll experience the same fiduciary-first care, all in one place.
Kennewick, WA
Headquarters offering full-service wealth management in the heart of the Tri-Cities.
Berkeley, CA
Holistic wealth and estate planning for clients across California and beyond.
Roseburg, OR
Personalized advice and fiduciary planning for individuals, families & employers.
Our Wealth Management Services
Comprehensive oversight that connects your investments, tax strategy, estate planning, and lending—all under one advisory relationship.
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.
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, with no commissions or conflicts.
Truly Comprehensive Financial Services
One advisory relationship for planning, investing, tax, trust, lending, and more.
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.
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.
