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Bringing People Together Through Purpose
For over four decades, HFG Trust has been committed to nurturing local connections—partnering with small businesses and nonprofits that share our vision for stronger, more vibrant communities.
Our Community Partners
At HFG Trust, we think in decades—not quarters. And this philosophy extends beyond our front doors to those in our Tri-Cities community and beyond. We believe that meaningful growth and development take place over the course of years. That is why we apply a long-term perspective to everything we do. From closing the achievement gap to supporting stable housing and pathways to recovery, we aim to do our part in building a more vibrant and inclusive world.
At the heart of it all, our commitment is simple: to offer support where it’s needed most. Together, we can help create a stronger, more compassionate community for everyone.
We’re proud to stand alongside leaders making a real difference in the Tri-Cities and surrounding areas:
Our Approach
Investing Locally
We believe empowering organizations at the grassroots level is how real change happens. Whether through arts, education, or direct support, we back initiatives that lift communities and enrich lives.
Stewardship Through Trust
We build long‑term relationships—listening, learning, and supporting with honesty and care.
Integrity in Action
We strive to be open, approachable, and transparent, stepping in where help is needed most.
Shared Impact
Our mission isn’t just sponsorship—it’s partnership. We work together to make our community better for everyone.
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.
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.
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.
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
Having spent several years in the insurance industry and seeing my fair share of claim situations, I still get a chuckle out of all the commercials out there. Whether it…
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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.
