Investment Management & Financial Planning in Walla Walla Now providing you with a local office for your convenience.

Independent, Fee-Only Financial Planners

Over the years, Petersen Hastings has become recognized as one of Eastern Washington's premier independent, fee-only wealth management firms. We approach every client engagement with a commitment to quality, communication and the assurance of receiving value through every interaction. It is this commitment to excellence that has brought steady growth and long-term relationships to our firm for the past 60 years.

With client fulfillment comes growth, and we are excited for the opportunity to expand our footprint to Walla Walla and be located in the heart of your community. This new location will allow us to better serve existing relationships in the region and connect with new Walla Wallans like you, who value fiduciary wealth management expertise and a high standard of client service.

Meet Your Fiduciary Advisors

J.T. Lieuallen, CTFA, J.D. | Senior Wealth Advisor

John Keyes, CFP®, AIF® | Wealth Advisor

Rachel Chacko, CFP® | Wealth Advisor

Your Needs

Investment Management

Retirement Planning

Estate Planning

Risk Management

Tax Planning

Philanthropic Planning

To learn more about us, our services and our investment philosophy, click on any of the images below.