HFG Advisors, Inc.

Cody Beaumont is a CFP® professional with three years of industry experience, currently serving at HFG Advisors, Inc. since 2022. His prior roles include positions at Rosewood Family Advisors LLP and Moss Adams LLP, among others. Beaumont is also employed as a financial planner at HFG Trust LLC, a Washington-chartered trust company affiliated with his firm. 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 employs a generally passive, low-cost fund-based investment approach aligned with Modern Portfolio Theory and offers socially conscious portfolios and option-writing strategies as part of its discretionary and non-discretionary management options.

Preston Eder is a financial advisor at HFG Advisors, Inc. in Kennewick, WA, holding a Series 65 credential with three years of industry experience. His prior work includes roles at Gesa Credit Union, Grand Canyon University, and Northwest Baseball Ventures, LLC. He also serves as a Trade & Operations Analyst at HFG Trust LLC. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm employs a generally passive, low-cost fund-based investment approach aligned with Modern Portfolio Theory and offers socially conscious portfolios upon request.

William Wang is a CFP® professional with four years of industry experience, currently serving at HFG Advisors, Inc. He has worked at Prime Wealth Management since 2021 and holds a managing director and shareholder role at HFG Trust, LLC. Outside of finance, he is a co-owner of Mustang Signs LLC, a sign production and vehicle wraps business. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm’s investment approach emphasizes asset allocation and generally passive, low-cost fund-based strategies, with options for socially conscious portfolios and various levels of discretionary management.

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.

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.