Creating Financial Peace of Mind Since 1962
Serving Eastern Washington and Beyond from Kennewick, WA & Walla Walla, WA.
Petersen Hastings began with the belief that the interests of the client always come first. We are an independent, fee-only, fiduciary advisory firm that created the Trusted Financial PathTM, a systematic process that guides committed investors, who have complex financial situations, toward accomplishing their goals. Together, we will develop a tailored evidenced-based financial plan and be your advocate up to and throughout retirement.

Simplifying Your Complex Financial Needs

Who We Serve

Individuals & Families
- Saving for Retirement
- Investing in Your Future
- College Education
- Inheritance
- & More

Corporate Retirement Plans
- 401(k) and 403(b)
- Profit Sharing
- 457 Deferred Compensation
- Employee Stock Ownership

Charitable Organizations
- Corporations
- Foundations
- Endowments

Private Trust Services
- Living Trusts
- Charitable Trusts
- Irrevocable Trusts
- Asset Protection Trusts
Latest Insights
Find the guidance you need in an extensive library of financial perspectives and commentaries.

When Headlines Worry You, Bank on Investment Principles
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank....

What to Look for to Improve Your 401(k) Plan in 2023
As a new year begins, there is often a lot going on through the minds of business owners. How do I reduce business expenses? How can I retain my employees?...

Video: SECURE Act 2.0: Understanding the Benefits for Retirees
We're back with the final installment of our SECURE Act 2.0 video series. In our final video, Blaine Carr, CPA, CFP®, AIF®, Senior Wealth Advisor, overviews a few of the...
Q4 Market Commentary