Our Advantage

The Benefits of Working with HFG

We are an independent wealth management firm serving individuals, families and small business owners throughout California – namely from San Francisco to San Diego – and several other states. We believe our clients benefit from working with us for a number of reasons, including:

Our Independence

As an independent Registered Investment Advisory firm, we have no obligation of any kind to investment product manufacturers that could impact our ability to provide objective advice. Partnered with Commonwealth Financial Network, the nation's largest privately-held independent RIA-broker/dealer, we have a comprehensive array of resources and support with which to service our clients' needs.

Client Commitment

We are deeply committed to maintaining the highest standard of fiduciary care in all advisory client services. This means everything we do is for our clients' benefit with an unwavering commitment to delivering objective investment management and financial guidance.

Industry Experience and Credentials

With more than 30 years of direct investment management and financial planning experience, we bring a broad range of core competencies and credentials for the purpose of better serving our clients' needs. Our founder, Bill Hastie, holds the Accredited Investment Fiduciary®, the Accredited Investment Fiduciary Analyst®, the Certified Plan Fiduciary Advisor® and the Certified 401(k) Professional® designations. Our Partner, Haley Hitchman, holds the Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor® designations.

Additionally, Bill Hastie and Haley Hitchman are among a limited number of advisors approved to serve as both an ERISA 3(21) Fiduciary Advisor and as an ERISA 3(38) Investment Manager for our retirement plan clients. This 3(38) distinction allows Bill, Haley and Commonwealth Financial Network  to relieve retirement plan trustees of their fiduciary responsibility for the analysis, selection, monitoring and replacement of imprudent plan investments.