Looking for a fiduciary financial advisor or financial planner near you? HFG Trust offers personalized financial planning from credentialed wealth advisors. We serve the Tri-Cities as one of the top financial planners committed to clarity, integrity, and long-term partnership.
Let’s simplify your financial life—together.
Financial Planning with HFG Trust
At HFG Trust, financial planning is about more than numbers—it’s about helping you make confident decisions with every dollar and milestone ahead. Whether you’re preparing for retirement, navigating a business transition, or wondering how to align your wealth with your values, we’re here to guide you through it.
Real financial planning isn’t a product. It’s a process—built around your goals, your questions, and the life you’re building. As a fiduciary financial advisor, HFG Trust delivers guidance that’s transparent, independent, and deeply personal. That means no hidden fees, no sales agendas—just thoughtful advice you can trust.
We help you:
- Clarify short- and long-term financial goals
- Prioritize what matters, and build toward it
- Integrate planning across investments, taxes, estate, and trust
- Adjust as life changes
We’re not here to dazzle you with jargon. We’re here to bring confidence, calm, and clarity to your financial decisions.
Our Financial Planning Services
We offer comprehensive financial planning services built on trust, clarity, and long-term partnership, not commissions or cookie-cutter advice. Our fiduciary advisors listen first, then build a plan that reflects your unique goals, timeline, and life.
From saving for college to preparing for retirement, your financial needs evolve—and so does our approach. We provide personalized support across:
Retirement Planning
Whether retirement is five years away or twenty, we help you map income needs, optimize your investments, and retire with confidence.
Tax Planning
We build tax-efficient strategies into your long-term plan—so your decisions today support your future, and your family’s.
Estate Planning
Protect your legacy and ensure your values carry forward. Our estate specialists guide you through trusts, beneficiaries, and generational strategies.
Charitable Planning
Make your giving more meaningful—and more strategic. We help you integrate philanthropy into your long-term vision.
College Planning
Plan ahead for education costs with options that fit your broader wealth goals, from 529 plans to gifting strategies.
Business Planning
Align personal and business finances with succession strategies, exit planning, and liquidity solutions tailored to owners and founders.
Each of these services works together under one team, so your plan doesn’t just make sense—it works in harmony.
Trusted and Highly Rated
Clients choose HFG Trust not only for the services we provide, but for the way we deliver them. For over 40 years, we’ve cultivated relationships founded on integrity, transparency, and enduring results.
Built on Trust. Backed by Experience.
We were founded on a simple belief: financial guidance should be independent, people-first, and free from conflicts of interest.
Since 1983, HFG Trust has operated as a Registered Investment Advisor (RIA)—a fiduciary advisory firm built to serve professionals, families, and business owners with personalized planning and institutional-grade insight.
Here’s what sets us apart:
- A commission-free, fiduciary-first model
- Advisors who listen, educate, and partner
- Expertise in retirement, estate, tax, and investment strategy
- Local presence in Kennewick, WA, with clients across the country
Our goal is your peace of mind—not product placement.
Insights That Move You Forward
Financial questions don’t stop once your plan is in place. That’s why we offer up-to-date insights written by our in-house experts—not generic blog filler. We believe financial clarity starts with education and that the best decisions begin with understanding.
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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Frequently Asked Questions
What does it mean that HFG Trust is a fiduciary?
It means our advisors are legally and ethically required to act in your best interest—always. No commissions. No conflicts.
Who do you typically work with?
We serve a wide range of clients—from pre-retirees and business owners to families building long-term wealth—who value clarity, strategy, and partnership.
Do I need a certain amount of assets to become a client?
We work with individuals and families at different life stages. Let’s talk to see if our services fit your needs.
What services do you offer beyond investing?
We provide full-spectrum planning, including tax strategy, retirement readiness, estate planning, and business consulting—all integrated within one trusted team.
Ready to Simplify Your Financial Life?
You don’t have to figure it all out on your own. Whether you’re just getting started or seeking a more integrated strategy, we’re here to help.
Let’s build your financial future—together.
