Your Fiduciary Financial Advisor in Berkeley, CA

Both Lisa and I were concerned that we were too casual about retirement planning. We were making contributions to IRAs, but had no clear plan in mind regarding how to best make the funds work for us. That was the start of our relationship with HFG. The first meeting inspired a sense of confidence in HFG’s approach to planning as well as Ty’s knowledge. We wanted to get a feel for where we were, where we were going, and the best way to get there. I believe working with Ty, Mike Tallman, CFP®, and all of the associates filled us with a high degree of confidence that we could weather just about any financial storm.

– Jim Toomey

After losing my husband in November of 2024, I found myself walking a road I thought we were prepared for—but quickly realized there were still many complicated steps ahead. Thankfully, we had already built a strong, trusted relationship with Ty and Mike at HFG Trust, and I truly don’t know what I would have done without them.

Mike stepped in with such patience and care, walking me through everything. It wasn’t fast, but that’s because they did everything right. They were careful, transparent, and always had my best interests at heart. They made me feel prepared, safe, and truly cared for—not just as a client, but as a person. I can’t recommend HFG Trust enough for anyone who wants peace of mind and a team that truly walks with you through every step

– Lolly Stivers

My husband and I selected HFG Trust because we were impressed with their comprehensive approach to helping us achieve our financial goals. HFG looks at several variables and provides a report that is, frankly, the best blueprint for success that I have ever seen.

Since we’ve been working with our advisor, we’ve paid for our three children’s college educations and paid off our house at age 55. I retired at 51, and my husband plans to retire at 60. We are an average family, but with the guidance and care that we’ve received, we’ve been able to meet and exceed our goals. If you choose to work with an HFG advisor, I can guarantee that you’ll walk away with an eye-opening perspective on whether you truly have your finances in order.

– Dawn Schafer

Working with Garrick has always been a positive experience. His energy is motivating and contagious, and he brings an impressive depth of knowledge to every conversation we have. He is not only exceptional at communicating complex ideas, he is also a thoughtful listener—a trait I’ve found invaluable. I always walk away from our meetings with a fresh perspective and new idea to consider. His strategic, out-of-the-box thinking is what sets him apart from advisors I have worked with in the past. When it comes to planning, Garrick is a resource I have come to deeply trust.

– J. Trinidad Garibay