Hfg Advisors, Inc.

About Hfg Advisors, Inc.

<p>Founded in 1987, HFG Advisors, Inc. works with plan sponsors and individuals who want clear, practical planning and fiduciary support. The firm is a registered investment advisor with headquarters in Kalamazoo in Southwest Michigan, plus an office in Greenwood Village in the Denver metro area.</p> <p>For retirement plans, HFG Advisors provides <a href="/retirement-plans">retirement plan providers</a> services as a 3(21) fiduciary advisor and as a 3(38) investment manager. This gives plan sponsors options, from shared fiduciary responsibility to full investment discretion.</p> <p>On the wealth and planning side, the firm builds financial plans in modules so clients can focus on what matters most, then expand over time. Plans address day-to-day financial position, investment planning, risk management, tax planning, retirement planning, and estate planning.</p> <p>HFG Advisors also works with outside professionals when needed so clients can coordinate decisions across accounting, legal, and insurance needs. The firm reports $0.1B in AUM as of 2026.</p> <ul> <li>3(21) fiduciary support for employer plans</li> <li>3(38) discretionary investment management</li> <li>Modular financial planning built around client priorities</li> <li>Planning for retirement, taxes, risk, and estates</li> <li>Offices in Southwest Michigan and the Denver metro</li> </ul>

Website: https://hfgcolorado.com/

Founded: 1987