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 PEOPLE TO MAKE A BIG IMPACT IN THEIR LIVES.
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.
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
Guiding Principles
Latest Insights
Find the guidance you need in an extensive library of financial perspectives and commentaries.
Let the Compounding Commence!
Every year, families and friends celebrate students who are graduating from colleges and universities. Parents beam with pride at their children’s accomplishments and exhale in relief now that the tuition bills...
Petersen Hastings Earns Fiduciary Excellence Certification
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX), a division of Broadridge Fi360 Solutions, for the 15th straight...
Petersen Hastings Welcomes J.T. Lieuallen to Growing Walla Walla Team
Petersen Hastings is proud to announce the addition of J.T. Lieuallen as a Senior Wealth Advisor for the firm, joining our growing team in Walla Walla, WA. J.T. brings over...
Q1 Market Commentary