Petersen Hastings Wealth Advisors Acquires Orren Financial Services Inc.
Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, announced the acquiring of Orren Financial Services Inc., a Registered Investment Advisor providing financial planning and investment management services. Orren Financial was founded by Dennis Orren in 1999 and manages approximately $32 million for individuals and families in the Tri-Cities region and beyond.
“I was looking for a firm I could trust to work with my clients as I enter a new phase of life,” said Dennis Orren. “Petersen Hastings Wealth Advisors has a similar philosophy, and they have a great team. I am very comfortable with them and know they will take great care of my clients.”
“Orren Financial‘s clients will fit into our services very well,” said Scott Sarber, CFP®, CEO of Petersen Hastings Wealth Advisors. “As more and more experienced financial planners think about their future, being a CNBC Top 100 Advisor in the country provides added confidence about our team. We expect more of these opportunities in the future.”
About Petersen Hastings Wealth Advisors
Petersen Hastings is a fee-only, Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA serving clients throughout Eastern Washington and beyond. The firm manages over $1.2B in client assets. The deeply staffed team of 30+ team members, provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor, and client.
We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success.
To learn more or to book a complimentary exploration session with Petersen Hastings Wealth Advisors, visit www.PetersenHastings.com. For media inquiries, contact Brandan Eckhardt, Marketing Manager, at brandane@petersenhastings.com.