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Our Mission

HFG Trust was founded more than 40 years ago with the mission to simplify our clients’ financial journeys and empower them to live their fullest lives.

Your Financial Future, Simplified

Our mission is the foundation of everything we do. It shapes how we listen, how we plan, and how we walk alongside each client. Regardless of where you are in your financial journey, we stay engaged, continually working on your behalf—monitoring, adjusting, and fine-tuning—so you can move forward with confidence, knowing we’re fully in your corner. When complexity fades, opportunity grows—and with it, the freedom to pursue the life you envision.

Cable Bridge in Kennewick, WA at sunset, symbolizing trusted wealth management and fiduciary financial advisors serving the Tri-Cities

Why We Exist

HFG Trust was created out of a desire to serve people differently. Our founder, Ty Haberling, CFP®, recognized a gap in the financial industry—one where individuals and families often received fragmented advice, focused on products rather than people. He saw a need for guidance that looked at the full picture: your goals, your values, and your current financial reality.

From the beginning, Ty built HFG Trust on a simple commitment—to act as true fiduciaries. That means offering advice rooted in integrity and always aligned with your best interest. Today, that founding vision still guides our work: to simplify the financial lives of others so they can focus on what matters most.

Downtown Berkeley, California with Sather Tower in view, representing holistic wealth management and estate planning services in the region

How We Make It Happen

Life is complex—but your financial plan doesn’t have to be. At HFG Trust, we take a comprehensive, coordinated approach that brings all the moving pieces of your financial life into focus. From planning your dream retirement to saving for a loved one’s education, we help you see how each part connects to the bigger picture. By offering everything under one roof and acting as a central point of coordination, we free you from the burden of managing it all on your own.

Our goal is to remove unnecessary complexity and bring clarity to your decisions. We take the time to understand your values, your goals, and the season of life you’re in, then tailor a plan that fits. Through thoughtful guidance and ongoing conversations, we help ensure your plan stays aligned with your life—not the other way around.

WISDOM

We Leverage Knowledge and Learning

Our culture is one of curiosity, where asking questions is just as important as finding answers. Gaining a deep understanding of our clients’ needs helps us simplify complexity and offer advice that fits real life.

EXCELLENCE

We Strive for the Highest Standards

We hold ourselves to the highest standards of conduct in all aspects of our work—the details, the follow-through, and the way we protect what matters most to you.

ACCOUNTABILITY

We Take Ownership of Actions & Commitments

Our clients count on us to show up and honor our commitments—in moments of ease and in times of uncertainty.

LEADERSHIP

We Act with Integrity to Set an Example

Our clients expect intentional, steady guidance. Leadership at HFG means working with humility and conviction so you can move forward with clarity, even when life takes an unexpected turn.

TRUST

We Build Lasting Relationships Through Transparency and Reliability

A deep sense of trust has been the foundation of our most successful relationships. We build this through transparency, consistency, and care, so you can pursue your most ambitious goals with courage.

HARMONY

We Foster a Collaborative and Respectful Culture

We create an environment rooted in respect and shared values—where clients feel understood, teams work together, and every interaction reflects who we are.

HFG Trust tree emblem symbolizing fiduciary financial advisors and holistic wealth management

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 isn’t just about outcomes—it’s 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.

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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.

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July 31, 2025 in Wealth Management

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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November 15, 2024 in Portfolio Management, Wealth Management

Lump Sum Investing vs. Dollar-Cost Averaging

Think about the last time you had a year-end bonus. After you went out for a nice dinner and topped off your car’s gas tank, you probably sat down and…
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October 10, 2024 in Financial Planning

How to Choose Financial Goals

What is your most important breath of air? Answer: the next one. The future doesn’t really matter if you cannot survive long enough to see it. But once you learn…
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HFG Trust tree emblem representing holistic wealth management, fiduciary financial guidance, and multi-generational legacy planning.
Smiling woman using tablet to access HFG Trust’s fiduciary financial tools for confident decision-making and wealth planning.

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.

Talk with an Advisor Today