Your Fiduciary Financial Advisor in Kennewick, WA

Looking for a financial advisor in Kennewick who actually listens? At HFG Trust, we’ve been part of the Tri-Cities community, Kennewick, Pasco, and Richland, for over 40 years. From our local office in Kennewick, we help individuals, families, and business owners make confident financial decisions with calm, clarity, and a long-term mindset. Whether you’re planning for retirement or managing multi-generational wealth, we’re more than advisors. We’re partners.

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Services We Offer in the Tri-Cities

At HFG Trust, we bring all the moving parts of your financial life into one clear plan. Everything we offer is designed to support long-term clarity, not short-term gimmicks, and every strategy is built with your goals in mind.

Tri-Cities Best Financial Advisors 2025 Winner

Tri-Cities Best Customer Service 2025

Inc. 5000 - America's Fastest Growing Private Companies

Inc. 5000 America’s Fastest-Growing Private Companies 2025

Tri-Cities Best Financial Advisors 2025 Winner

Tri-Cities Best Financial Planner 2025

Who We Are

We’re not just a wealth management firm; we’re a part of the Tri-Cities community. Since 1983, HFG Trust has guided families, business owners, and individuals across Kennewick, Pasco, and Richland with one goal: to simplify life. As fiduciary financial advisors, we never push products or chase commissions. We listen first, plan second, and build lifelong relationships based on clarity, not complexity.

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Fiduciary financial advisor specializing in personalized wealth management strategies at HFG Trust

Trusted and Highly Rated

Confident fiduciary advisor offering expert wealth management services in a client-first environment

How Our Process Works

Great planning starts with a real conversation, and we lead every step with intention.

We listen. We get to know your life, your values, and what truly matters before we ever talk numbers.
We strategize. We connect the dots between your investments, taxes, and estate plan to build a cohesive roadmap.
We guide. As your life changes, we adapt your plan and walk beside you every step of the way.

No jargon. No pressure. Just clarity, trust, and forward momentum.

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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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January 20, 2026 in Lifestyle, Retirement Planning

Feb 17 | Join Us for Our Smart Money Planning for Young Professionals Seminar!

Thinking about the future can be worrisome. Whether you’re age 20 and just entering the workforce or well-established at age 60, retirement will likely be a radical change of pace.…
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January 16, 2026 in Market Summaries, William Wang

Quarterly Market Review Q4 2025

Executive Summary U.S. equities returned 17% in 2025, marking the third straight year of double-digit percentage gains. Volatility remained present throughout 2025, with U.S equities falling nearly 16% through early…
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January 12, 2026 in Financial Planning, Garrick Russell, Lifestyle, Retirement Planning

5 Fantastic Countries for Retirees to Lower Their Cost of Living (Without Sacrificing Lifestyle)

Retirement is your chance to redefine how—and where—you live. Whether you're dreaming of sipping wine in Europe or soaking in sunshine in Latin America, there are places where your retirement…
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Frequently Asked Questions

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What makes HFG Trust different from other financial advisors in Kennewick, WA?

At HFG Trust, we operate under a fiduciary-first model, which means we are legally and ethically obligated to put your interests ahead of our own. Unlike many firms, we don’t earn commissions or sell products. Instead, we provide comprehensive, personalized advice built around your financial goals. With over 40 years of serving Kennewick, Pasco, and Richland, we offer deep local knowledge backed by a full suite of in-house services, including financial planning, tax strategy, trust administration, and investment management. We bring you the depth of a wealth management firm and the care you’d expect from a long-term partner.

Do I need to have a certain net worth to work with HFG Trust?

No, we serve clients at many different life stages and wealth levels. Whether you’re just beginning your financial journey, preparing for retirement, or managing multi-generational wealth, we tailor our services to your needs. We work with business owners, professionals, retirees, and families across the Tri-Cities and beyond. Our approach is based on relationship and readiness—not just assets.

Can you help with 401(k) plans for my business in Kennewick or the Tri-Cities?

Yes, we specialize in 401(k) plan design, implementation, and ongoing support for businesses throughout Kennewick, Pasco, and Richland. Our team helps you create a plan that fits your workforce and business goals while staying compliant with regulations. We offer fiduciary oversight, employee education, and long-term guidance so you can feel confident your plan is helping everyone move forward—your company included.

Is HFG Trust only local to Kennewick, or do you serve other areas too?

While our headquarters are in Kennewick and we have a strong presence across the Tri-Cities region, we also serve clients throughout the Pacific Northwest and across the country. We maintain offices in Roseburg, Oregon and Berkeley, California, and regularly support families with multi-state needs. Whether you live in Washington or are relocating, we’re equipped to support your financial goals with consistent care and national-level expertise.

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.

Let’s Make a Plan That Fits Your Life

Your goals are too important for cookie-cutter advice. Let’s build something real—together. We’re here to listen, understand, and guide you with clarity through every life stage.

Start Your Plan with a Partner Who Sees the Whole Picture

Talk with an Advisor Today