About Us

To give real service you must add something that cannot be bought or measured with money, and that is sincerity and integrity.

– Douglas Adams

Your financial partner for life

We exist to:

Focus on what matters

The only limited resource we have is time, so spend your life doing the things you enjoy and with the people you love. At HFG, you can delegate responsibilities and feel comfortable knowing that our team has a legal obligation to put your interest first, and the capacity to see your legacy through to the end.

Protect your resources

Like you, finances mean more than money to us. It represents our hard work, dedication, and legacy. We dedicate our practice to helping you protect and grow that legacy in a prudent manner. It is what drives our purpose and existence every day.

Grow your family legacy

HFG began as a family owned business founded by members who believed in building a generational service for our community. We understand many of you have built legacies of your own, so our mission is to be a partner to you, your children, and your grandchildren as they continue what you started.

Consolidate and simplify

One of our core values is simplifying your life. We believe that means going the extra mile in everything we do as well as making information accessible and easy to find. In order to do that, we have built an institution with the capacity to take care of all of your financial needs under one roof. You can see all of your accounts and assets on one portal, as well as conduct all of your banking needs through our concierge service.

Our story

For more than 35 years, we’ve strived to take care of our clients and our community with the utmost integrity and innovation, helping them plan for the future with services and practices built to stand the test of time.

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1983

Haberling and Associates is founded by Ty Haberling.

1986

Ty Haberling is one of the first advisors awarded the Certified Financial Planner™ designation.

1990

Haberling and Associates is renamed to Haberling Financial Group.

1997

Ben Messinger joins Haberling Financial Group and eventually becomes the second managing partner of the firm. Ty Haberling becomes one of the founding members of Community First Bank and serves as the first Chairman of the Board.

2003

Haberling Financial Group passes the $100MM Assets Under Management milestone.

2004

Mike Tallman joins Haberling Financial Group and eventually becomes the third managing partner of the firm.

2005

Bob Lagonegro joins Haberling Financial Group and eventually becomes the fourth managing partner of the firm.

2007

Steve Palm joins Haberling Financial Group and eventually becomes the fifth managing partner of the firm.

2010

Haberling Financial Group passes the $200MM Assets Under Management milestone.

2011

William Wang joins Haberling Financial Group and eventually becomes the sixth managing partner of the firm.

2014

Haberling Financial Group passes the $300MM Assets Under Management milestone.

2015

Haberling Financial Group merges with Community First Bank to form HFG Trust, a state chartered Trust Company.

2016

William Wang assumes the position of President of HFG Trust and Drew Westermeyer is brought on as Chief Operating Officer.

2016

HFG Trust passes the $400MM Assets Under Management milestone.

2017

HFG Trust passes the $500MM Assets Under Management milestone.

2018

HFG Trust passes the $600MM Assets Under Management milestone. Private Banking is added to the suite of services at the Grandridge location.

Our Philosophy

Our firm philosophy is built around preparation. Whether it is in the field of investments or wealth planning, we are aware this industry is ever-changing. There are constant reforms in laws and tax codes and investment climates can shift quickly from bullish to bearish. Most importantly, client goals and objectives develop as they enter different stages of their careers and lives. To be best equipped and prepared to handle these changes, HFG is committed to lifelong learning. Our advisors embody this characteristic by taking on-going education classes and seminars. We understand the myriad of issues, obstacles and concerns of the affluent investor. We have uniquely tailored our firm to service their needs and deliver sustainable long-term results.

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Your Financial Advisor

In addition to obtaining a bachelor’s degree in Finance, Accounting, or Economics, every HFG Trust Advisor works through a rigorous curriculum to earn their Certified Financial Planner™ designation (CFP®). This means they have met the education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards (CFP® Board) and, ultimately, it’s what differentiates them from other professionals within the industry.

At HFG Trust, our clients have learned to expect our advisors to go beyond the standards set by the CFP® Board. Much like your doctor or therapist, your HFG advisor is an industry professional who has selected this field because it is more than a job - it is their calling. Your goals, priorities, families, and personal history all play a role when it comes to your financial health, making it imperative for your chosen advisor to create a solution that works uniquely for you.

At HFG Trust, you will find that when your advisor commits to being Your Financial Partner for Life, it means they are committed to earning your trust and gaining the in-depth understanding necessary to best serve you through every stage of life.

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