HFG Trust logo

HFG Trust Employee Directory

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.

Find HFG Trust employees' phone numbers or email addresses

HFG Trust Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

HFG Trust's Leadership

  • Stylized image of a person
    J. F.
    Executive Director
    Phone icon
  • Stylized image of a person
    K. D.
    Marketing
    Phone icon

HFG Trust Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Consultant

Contact profiles from HFG Trust

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. F.
    Executive Director
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. D.
    Marketing
    Phone icon
    United KingdomEngland
    Feb 25, 2024

Frequently Asked Questions

What is HFG Trust known for?

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HFG Trust was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in Kennewick, Washington United States; you can contact the main corporate office by phone at . Explore HFG Trust's company overview page for more information.

What is HFG Trust's most common email format?

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HFG Trust employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HFG Trust email formats with LeadIQ.

How many employees does HFG Trust have currently?

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HFG Trust has approximately 20 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are HFG Trust's key employees and leadership?

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As of December 2025, HFG Trust's key employees include:

  • Executive Director: J. F.
  • Marketing: K. D.

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