In The News
Petersen Hastings Wealth Advisors Ranked #17 in CNBC’s List of Top 100 Financial Advisory Firms for 2024
Petersen Hastings Wealth Advisors headquartered in Kennewick, Washington is proud to announce our ranking of #17 in the 2024 CNBC Financial Advisor Top 100 list. In assembling this elite list, CNBC analyzes a variety of core data points to determine its list, such as the following: the firm’s number of years in business, compliance record, number of…
Read MorePetersen Hastings Wealth Advisors Welcomes Tanner Henson as Portfolio Analyst
Petersen Hastings Wealth Advisors is excited to announce the addition of Tanner Henson as a Portfolio Analyst for the firm. As a Portfolio Analyst, Tanner will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. Tanner’s duties will primarily include executing security transactions, reviewing and…
Read MoreNavigating Market Volatility with Confidence and Stability
At Petersen Hastings Wealth Advisors, our commitment to your financial well-being is our utmost priority. Lately, we have been getting questions pertaining to the market and its recent fluctuations. We want to reassure you that we are monitoring your portfolio during these uncertain times and will make any changes that are necessary to ensure you…
Read MorePetersen Hastings Wealth Advisors Recognized in Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms of 2024 List
Petersen Hastings Wealth Advisors is thrilled to announce that we have been recognized on Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms list for the sixth consecutive year. This consistent recognition highlights our steadfast commitment to fiduciary excellence and our dedication to providing our clients with a personalized experience through our unique proprietary discovery process. To…
Read MorePetersen Hastings Wealth Advisors Welcomes Sean O’Keefe as Retirement Plans Advisor
Petersen Hastings Wealth Advisors is excited to announce the addition of Sean O’Keefe as a Retirement Plans Advisor, expanding our firm’s physical footprint into the Spokane, WA and Sandpoint and Coeur d’Alene, ID markets. As a Retirement Plans Advisor, Sean will work with businesses and their employees to help them achieve their financial goals, while also…
Read MorePetersen Hastings Wealth Advisors Welcomes Mathew Legard as Associate Wealth Advisor
Petersen Hastings Wealth Advisors is proud to announce the addition of Mathew Legard as an Associate Wealth Advisor for the firm. As an Associate Wealth Advisor at Petersen Hastings, Hayden will assist the Advisory Team in managing existing client relationships and supporting their development of new client relationships. A proud native of the Tri-Cities region, Mathew has…
Read MorePetersen Hastings Wealth Advisors Welcomes Hayden McEachen as Associate Wealth Advisor
Petersen Hastings Wealth Advisors is proud to announce the addition of Hayden McEachen as an Associate Wealth Advisor for the firm. As an Associate Wealth Advisor at Petersen Hastings, Hayden will assist the Advisory Team in managing existing client relationships and supporting their development of new client relationships. The firm’s commitment to serving our clients at the highest level,…
Read MoreHaley Johnson Attains CERTIFIED FINANCIAL PLANNER™ Certification
Petersen Hastings Wealth Advisors is proud to announce that Haley Johnson, CFP®, AIF®, has successfully earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification, further enhancing the firm’s commitment to excellence in financial planning. Haley’s accomplishment brings the total number of CFP® professionals at Petersen Hastings to seven. The CERTIFIED FINANCIAL PLANNER™ certification is a distinguished credential…
Read MorePetersen Hastings Unveils New Brand to Better Reflect its Services, Deep Bench of Expertise, and Culture
Petersen Hastings Wealth Advisors (formerly Petersen Hastings), a nationally and locally recognized, fee-only Registered Investment Advisory (RIA) firm headquartered in Kennewick, unveiled its “Where You’re Invested” rebrand today that includes a new company logo, brand style, and tagline. The revitalization of the firm’s brand is aligned with a modern and cohesive image as Petersen Hastings Wealth…
Read MorePetersen Hastings Earns Coveted Spot in Financial Advisor Magazine’s 2023 Top Registered Investment Advisor (RIA) List
Financial Advisor Magazine (FA Magazine) has released its highly anticipated annual Registered Investment Advisory (RIA) Survey and Ranking list, and Petersen Hastings is pleased to announce that we have once again secured a place among the top RIA firms in America. FA Magazine, a leading financial trade publication, annually reports an exclusive list of the nation’s…
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