From mapping out your retirement to opening a college fund for your first child, we walk with you through every stage of life. At HFG Trust, our legacy is shaped by the success of the individuals, families, and businesses we serve, who strengthen the fabric of our communities. Protecting what you value most takes more than financial tools. It takes time, trust, and a steady hand. That’s why we offer personalized guidance designed to simplify your life, so you can focus on what truly matters.
Our Mission and Values
At HFG Trust, our mission is simple by design: to make life less complicated. This mission shapes every relationship, every decision, and every plan we create. It’s the thread that connects our values, guides our team, and empowers our clients to approach their financial life with confidence.
Tri-Cities Best Customer Service 2025
Inc. 5000 America’s Fastest-Growing Private Companies 2025
Tri-Cities Best Financial Planner 2025
HFG By The Numbers
1.6
Billion in Assets Under Management (AUM)
15
Certified Financial PlannersTM (CFP®s)
42
Years in Operation
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.
Truly Comprehensive 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 Trust. Growing with Purpose.
Meet the HFG Trust Team
Behind every confident step in your financial journey is a team committed to helping you thrive.
With generations of experience and insights, our team brings together diverse expertise, thoughtful guidance, and a shared passion for serving you with integrity and care. We listen closely, plan intentionally, and walk alongside you, helping simplify life and offering steady support as your plans unfold.
Together, we’re here to support your goals, protect your legacy, and create lasting impact; one meaningful relationship at a time.
Rooted in Community. Invested in People.
At HFG Trust, supporting our community is 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.
A Culture You Can Count On
At HFG Trust, our mission to simplify life starts with the people who make it possible every day.
We’re a team grounded in shared values, where trust and service guide everything we do. Success here is about showing up with integrity and making a difference in the lives of those we serve. The HFG culture is rooted in collaboration and care. Here, you’ll find more than a job. You’ll find a place to grow, contribute, and make a meaningful impact.
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.
Quarterly Market Review Q3 2025
Executive Summary t U.S. equities continued to climb, achieving all-time highs across the board, gaining 8.0% with small-caps gaining more at 11.7% in Q3. Emerging markets outpaced U.S. and developed…
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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 and estate planning services, and tax strategy—under one coordinated team.
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.
