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Investing For Your Future
WEALTH MANAGEMENT & FINANCIAL PLANNING TAILORED FOR YOU
Who We Serve
Who We Serve
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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.
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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.
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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.
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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
Who We Are
Independent, Fee-Only Financial Planners
SERVING COMMITTED INVESTORS WITH COMPLEX FINANCIAL NEEDS FOR OVER 55 YEARS
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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 Results
Our Results
Premier Wealth Management Company
Over the years, Petersen Hastings has regularly received local and national awards and recognition. We consider recognition by the media and our peers as a reflection of our hard work and persistence to provide the best service and value to our clients, our team, and the communities we serve.
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STATES SERVED
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ADVISORY PROFESSIONALS

*All metrics as of March 31, 2021.

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Fiduciary-Centered Advice
We are committed to making recommendations that are transparent, unbiased and in your best interest, always. Acting as a fiduciary is at the core of each client relationship that we build.

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

Our Latest Insights

Find the guidance you need in an extensive library of financial perspectives and commentaries.

the Trusted Financial Path™

  • 1

    The Compelling Conversation

  • 2

    The Evidence-Based Method

  • 3

    The Essential Discovery

  • 4

    The Strategic Solution