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Cody B
CFP®
Gilroy, CA
HFG Advisors, Inc.
Cody Beaumont is a CFP® professional at HFG Advisors, Inc. with four years of industry experience. He previously worked at Rosewood Family Advisors LLP and Moss Adams LLP. Beaumont is also employed as a financial planner at HFG Trust LLC, a trust company affiliated with his firm. HFG Advisors, Inc. provides fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory, primarily using low-cost ETFs and institutional mutual funds, with tailored client-directed customizations and a notable affiliation with HFG Trust, LLC.
Preston E
Series 65
Kennewick, WA
HFG Advisors, Inc.
Preston Eder is a Series 65-licensed advisor with HFG Advisors, Inc. in Kennewick, Washington, with four years of industry experience. His prior roles include positions at Gesa Credit Union and Grand Canyon University, and he has also worked with Northwest Baseball Ventures, LLC. Eder serves as a Trade & Operations Analyst at HFG Trust, a Washington state-chartered trust company affiliated with his firm. HFG Advisors, Inc. provides fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory and typically uses low-cost exchange-traded funds and institutional mutual funds, while supporting client-directed customizations and maintaining client asset custody with third-party custodians.
William W
CFP®
Kennewick, WA
HFG Advisors, Inc.
William Wang is a CFP® professional with five years of experience, currently serving at HFG Advisors, Inc. He has worked with Prime Wealth Management since 2021 and has held a leadership role at HFG Trust since 2016. Outside of financial advising, he is co-owner of Mustang Signs LLC, a business specializing in sign production and vehicle wraps. HFG Advisors, Inc. offers fee-based investment management and financial planning services to individual and high-net-worth clients, as well as charitable organizations and retirement plans. The firm emphasizes asset allocation grounded in Modern Portfolio Theory, typically using low-cost exchange-traded funds and institutional mutual funds, and provides a range of services including discretionary and non-discretionary asset management, ERISA plan advisory, tax preparation, and educational seminars.
Robert P
CFP®
Kennewick, WA
HFG Advisors, Inc.
Robert Pearson is a CFP® professional with one year of experience at HFG Advisors, Inc. in Kennewick, WA. His prior work includes roles at HFG Trust and Community First Bank, as well as various positions outside the financial industry and involvement with Kennewick American Youth Baseball. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm emphasizes asset allocation and a generally passive, low-cost fund-based investment approach, with options for socially conscious portfolios and discretionary or non-discretionary management.
Garrick R
Series 66
Kennewick, WA
HFG Advisors, Inc.
Garrick Russell is a financial advisor with HFG Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Professional Investment Management Services for 24 years before joining HFG Advisors in 2026 and HFG Trust, LLC in 2025. HFG Advisors, Inc. provides fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory, typically using low-cost exchange-traded funds and institutional mutual funds, while offering discretionary and non-discretionary services including ERISA plan advisory and public educational seminars.
Rick P
CFP®, Series 66
Kennewick, WA
HFG Advisors, Inc.
Rick Prime is a CFP® professional with 22 years of industry experience, currently serving at HFG Advisors, Inc. He has been operating Prime Wealth Management, Inc. since 2014 and has maintained his own practice, Prime Wealth Services, since 2004. In addition to his advisory work, he is a part-time financial literacy instructor at Umpqua Community College. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm emphasizes asset allocation and a generally passive, low-cost fund-based investment approach aligned with Modern Portfolio Theory, while also offering socially conscious portfolios and various management options, including discretionary and non-discretionary services.
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