Posts by Brandan Eckhardt
When Should I Get a Financial Advisor? Life Events You Shouldn’t Ignore
There’s a point when financial decisions stop feeling routine and start carrying weight. It’s not always obvious at first. Income may be rising. Responsibilities may be expanding. Opportunities may be opening up. But underneath it all, there’s often a quiet question: “Am I making the most of what’s in front of me?” That question is usually the signal. 7 Life Events That Signal it May…
Read MoreWhat Is a Financial Advisor? Turning Goals into Plans for Retirement Savers
A financial advisor is a professional who helps individuals make informed decisions about their money so it can support long-term goals. Most often, a secure and fulfilling retirement. While investments play a role, effective financial advice looks beyond account balances to provide clarity, direction, and confidence over time. For many people saving for retirement, the real challenge isn’t choosing a…
Read MoreWhat Does a Financial Advisor Do? How an Advisor Helps Beyond Investing
When most people picture a financial advisor, they picture charts, accounts, and market commentary. Investing matters, but it’s rarely the part that makes retirement feel stable. A good advisor helps connect money decisions to life decisions, so the financial plan supports what matters most, not just what performs best in a given quarter. At Petersen Hastings, our holistic approach to wealth management and values-first lens is the foundation for building…
Read MorePetersen Hastings Wealth Advisors Announces Haley Johnson as Newest Shareholder
Petersen Hastings Wealth Advisors is proud to announce that Haley Johnson, CFP®, AIF®, Senior Wealth Advisor, is the firm’s newest shareholder. This addition brings Petersen Hastings’ total number of shareholders to seven and reflects the firm’s continued commitment to developing the next generation of leadership within the organization. Local to the Tri-Cities, Haley joined Petersen Hastings Wealth…
Read More5 Questions to Ask Financial Advisors Before Hiring Them
January is when many of us think about what we want to change, what we want to start, what we want to do better. You might even be thinking about contacting a financial advisor for the first time but aren’t sure what to ask. In fact, many people walk into that first meeting with a…
Read MorePetersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 18th Straight Year
After undergoing a thorough and independent assessment of investment management processes, investment strategy implementation, and other fiduciary practices, Petersen Hastings Wealth Advisors is honored to announce the formal renewal of its Centre for Fiduciary Excellence (CEFEX®) certification from Broadridge. Petersen Hastings Wealth Advisors remains part of the elite group of advisors from around the world to…
Read MorePetersen Hastings Wealth Advisors Welcomes Tiffany Wilson as an Executive Administrative Assistant
Petersen Hastings Wealth Advisors is pleased to announce the addition of Tiffany Wilson to the team. Tiffany joined the firm in January 2026, bringing a strong administrative background and a people-first approach rooted in compassion and fairness. After spending six years supporting Hanford contractors, Tiffany was drawn to Petersen Hastings for the opportunity to work…
Read MorePetersen Hastings Wealth Advisors Nationally Named a Best Registered Investment Advisor (RIA) to Work For
Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, was recently named as one of the 2025 Best RIAs to Work for, ranking #23 out of 60 national firms. Financial Planning has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees. This survey…
Read MorePetersen Hastings Wealth Advisors Welcomes New Client Service Specialists: Elly Loera and Sarah House
Petersen Hastings Wealth Advisors is pleased to announce the addition of two new Client Service Specialists, Elly Loera and Sarah House, to the firm’s growing Client Services team. Both Elly and Sarah bring strong client-focused experience and a shared passion for helping others achieve their financial goals. Elly joined the firm in October 2025, drawn to the…
Read MorePetersen Hastings Wealth Advisors Welcomes Sarah Read as an Associate Wealth Advisor
Petersen Hastings Wealth Advisors is pleased to announce the addition of Sarah Read as an Associate Wealth Advisor. With more than a decade of experience building meaningful relationships through philanthropy, Sarah brings a passion for helping others achieve financial clarity and confidence. Drawn to Petersen Hastings for its strong reputation for integrity, client-centered service, and collaborative culture, Sarah…
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