Who We Serve
INDIVIDUALS & FAMILIES
We help individuals and families navigate all their financial decisions—saving for retirement, investing for the future, purchasing a new home, children’s education accounts, along with other situations for which you may want to invest.
CORPORATE RETIREMENT PLANS
We've been helping employers navigate the changing retirement plan landscape for decades. Our team of credentialed professionals give you the edge you need to produce better outcomes for your valued participants while helping you avoid costly litigation.
CHARITABLE ORGANIZATIONS
We serve as trusted stewards for nonprofit and for-profit organizations such as foundations, endowments, religious organizations, charities, trade and professional associations, community groups and service organizations, schools and universities, and more.
PRIVATE TRUST SERVICES
Your family’s trust deserves the counsel of an objective professional with proven expertise. Petersen Hastings Private Trust integrates seamlessly with your existing relationship with us to provide you with professional guidance, technology, and administrative support.
Who We Are
Independent, Fee-Only Financial Planners
SERVING COMMITTED INVESTORS WITH COMPLEX FINANCIAL NEEDS FOR OVER 55 YEARS
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 Path, a systematic process that guides committed investors, who have complex financial situations, toward accomplishing their goals.
Our Latest Insights
Find the guidance you need in an extensive library of financial perspectives and commentaries.
Video: Estate Planning 101: 5 Important Documents You Need & Why
Most individuals have the vague idea that estate planning is about passing on one’s assets to loved ones when we die. This is true, but it is quite a bit...
Video: Washington State Long-Term Care Program: What You Need to Know
Washington State has passed a new law mandating public long-term care (LTC) benefits for Washington residents starting in January 2022. The Long-Term Care Act was created to reduce pressure on...
Petersen Hastings Welcomes Joshua Eslinger as Portfolio Analyst
On September 20th, Petersen Hastings was proud to announce the addition of Joshua Eslinger as a Portfolio Analyst for the firm. In this role, he is responsible for working with...
Market Commentary: Third Quarter