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.
Will Inflation Hurt Stock Returns? Not Necessarily.
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look at equity performance in the...
ESG: Investing with a Voice
Social justice advocacy and activism of all stripes is nothing new in the United States. Over the last year, we have seen some of the strongest pushes for social justice...
Financial Advisor Magazine Names Petersen Hastings in 2021 RIA Survey & Ranking
Petersen Hastings, a nationally recognized, fee-only wealth management firm, is pleased to announce that it is once again included in the listing of Financial Advisor (FA) Magazine’s 2021 RIA Ranking....
Market Commentary: Second Quarter