Haberling Financial Group Email Format

Financial ServicesWashington, United States2-10 Employees

Haberling Financial Group (HFG Trust) operates in the financial services sector as a fee‑only practice with a fiduciary orientation and a family office service model. Based in Kennewick, Washington, the firm serves as a discretionary investment manager supported by a small team, providing holistic planning alongside portfolio management and performance reporting for clients. Its offerings include retirement capital assessment, estate and beneficiary planning, income tax planning opportunities, and generational wealth education, with services designed to cover multiple life stages through a broader custody and trustee capability added after becoming a state chartered trust company in 2015. The client base comprises individuals who seek fiduciary guidance and a comprehensive approach to financial planning, aiming to align investments with long‑term goals while addressing planning needs across life events. The organization emphasizes a service model that integrates investment management with planning requirements, supported by a dedicated advisory and support staff.

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