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.
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.
Financial Planning
More than just numbers on a spreadsheet, our comprehensive financial planning helps you navigate life’s biggest decisions, from retirement timing to risk management to legacy goals.
Portfolio Management
Our fiduciary investment advisors design portfolios tailored to your goals and risk tolerance and actively rebalance them for tax efficiency and long-term performance.
401(k) Investments
We guide individuals and business owners through smart, goal-based 401(k) investing with personalized advice, fiduciary oversight, and strategies that support long-term retirement confidence.
Trust & Estate Planning
Protect what matters most. We guide families through estate strategy, trust administration, and multi-generational planning with care and clarity.
Tax Strategy
Taxes don’t have to be stressful. Our integrated tax planning helps you minimize surprises and maximize opportunities within your broader financial plan.
Tri-Cities Best Customer Service 2025
Inc. 5000 America’s Fastest-Growing Private Companies 2025
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.
Trusted and Highly Rated
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.
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 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.
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
