HFG Trust Email Format

Financial ServicesWashington, United States11-50 Employees

HFG Trust is a fee-only financial services firm based in Kennewick, Washington, founded in 1984. The firm relies on a team that includes certified financial planners and support staff to provide discretionary portfolio management alongside holistic planning and trust services. It positions itself as a fiduciary partner with a client-first service model and commits to transparent performance reporting. In 2016, it became a state-chartered trust company, enabling trustee services and custody powers. 

The company oversees assets on behalf of clients, with balances reported as exceeding $550 million. Its services cover retirement capital assessments, estate and beneficiary planning, and income tax planning opportunities, along with generational wealth education. Accounts are managed on a discretionary basis, complemented by planning for various life stages. It occasionally assists with insurance planning but does not sell insurance coverage. The expanded capabilities as a state-chartered trustee and custodian enable the firm to support clients at different life stages.

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