Your Fiduciary Financial Advisor in Spokane, WA

If you are comparing financial planners in Spokane, WA, or looking for a financial advisor in Spokane Valley who will listen carefully and guide you with clarity, HFG Trust is here to help. From our Spokane Valley office, we work with individuals, families, and business owners who want thoughtful financial planning in Spokane, a steady long-term partner, and advice grounded in fiduciary care. Whether you are preparing for retirement, managing growing wealth, or thinking about the legacy you want to leave, we help you move forward with confidence.

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How We Support Spokane Valley and Spokane

At HFG Trust, we help bring the moving parts of your financial life into one coordinated strategy. As fiduciary financial advisors in Spokane, WA, we connect financial planning, portfolio strategy, retirement decisions, tax awareness, and estate considerations so you can make important choices with more clarity and less friction.

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2818 North Sullivan Road, Suite 100
Spokane Valley, WA 99216

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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

Why Spokane Valley Clients Choose Us

People come to HFG Trust because they want more than occasional advice. They want a fiduciary team that listens closely, explains clearly, and stays engaged as life changes. Our approach is personal, comprehensive, and relationship-driven, helping you stop piecing together financial decisions on your own and start moving forward with a plan that feels cohesive.

Discover Who We Are
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

Our Planning Approach

We keep the process clear and collaborative. Here is how we work with you:

  • Start with your life. We learn what matters to you, what you are working toward, and where you need clarity most.
  • Build with purpose. We create a strategy that connects financial planning, portfolio decisions, tax
  • Stay engaged. As your life changes, we adjust your plan and continue guiding you with steady, practical advice.
See Our Full Process

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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March 11, 2026 in Brent Schafer, Financial Planning, Portfolio Management

March 18 | Join Us for our Lunch and Learn!

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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March 2, 2026 in Financial Planning, Garrick Russell, Lifestyle, Retirement Planning

How to Manage Your Investments While Living Abroad

As a financial advisor and a dad, I write these blogs to share what I learn with clients, friends, and anyone who’s curious about making smart financial decisions. My goal…
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February 17, 2026 in Anthony Smith, Financial Planning, Wealth Management

Your Life, Your Plan: What It’s Like to Work with a Fiduciary Financial Advisor

If you’re curious what it would be like to have me serve as your fiduciary financial advisor, you’re in the right place. At HFG Trust, our goal is to help…
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Frequently Asked Questions

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

At HFG Trust, fiduciary responsibility shapes every recommendation we make. We do not lead with products or commissions. We lead with advice built around your goals, values, and long-term priorities. For people looking for a Spokane financial advisor or financial planner in Spokane, that means more coordination, clearer guidance, and a relationship designed to last.

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

No. We work with people at many stages of life, from professionals building momentum to retirees, business owners, and families planning for the next chapter. If you are looking for financial planning in Spokane and want a thoughtful partner, we start with your priorities, not a one-size-fits-all threshold.

Can you help with retirement planning in Spokane and 401(k) guidance?

Yes. Retirement planning in Spokane often involves more than choosing investments. We help you think through income needs, timing, tax considerations, risk, and 401(k) decisions so your plan supports the life you want to live. We also work with business owners who want help designing or improving workplace retirement plans.

Do you offer in-person meetings in Spokane Valley?

Yes. You can meet with an advisor in our Spokane Valley office by appointment, and we also offer virtual meetings for clients throughout Spokane and beyond. If you have been searching for a Spokane certified financial planner or a financial consultant in Spokane, we would welcome a conversation about what you need and how we can help.

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?

If you are looking for a financial advisor in Spokane Valley who will meet you with clarity, care, and practical guidance, HFG Trust is ready to talk.

Talk with an Advisor Today