Our Story Independent, Fee-only Financial Planners

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 PathTM, a systematic process that guides committed investors, who have complex financial situations, toward accomplishing their goals.

Investment Management for Your Lifestyle

Over the years, financial situations change. We help families and individuals navigate all their financial decisions—saving for retirement, investing for the future, purchasing a new home or car, marriage, birth of a child, children’s education accounts, vacations, and so much more.

Independent Financial Advisors

Imagine if you had a one-stop resource to help you with your financial planning. the Trusted Financial PathTM process incorporates your tax accountant, estate planning attorney, trust officers, insurance agents, and investment advisors. Most people have to go to these services individually. Our process coordinates the effort of the different specialists to prevent duplication of effort and provide clarity across experts.

  • 1


    As fee-only financial advisors, our only source of compensation comes from our clients. This ensures that our clients’ interests align with ours.

  • 2


    Petersen Hastings is an independent advisory firm that makes our own decisions relating to financial planning and investments. This independence allows us to directly decide what is best for our clients, not merely what is suitable. This also allows us to serve you as a fiduciary.

  • 3


    A local firm headquartered in the Tri-Cities (Kennewick, WA) with a boutique size and feel, yet Institutional in reach and resources, makes us the perfect balance for your financial well-being. 

  • 5


    Petersen Hastings is a member of the Zero Alpha Group (ZAG)—a group of independent advisory businesses with the best minds in the investments industry. Through this group, we assist each other in financial planning techniques, portfolio construction, and additional management methods to enhance the client experience. Through the collective bargaining power of this group, we have access to investments and other resources not available to most advisors.


Jim Petersen joined Ed Ray at
Dunning-Ray Insurance



Dunning-Ray Insurance becomes Benefits Northwest



Retirement Plan Administrator



Added Roger Hastings as a partner



Investment Management Services



Jim Petersen uncovered Columbia Basin ponzi scheme



Jeff Petersen started at the firm



-Over $100 Million Assets Under Management (AUM)
-6 Advisors
-Became Petersen Hastings
-Moved into Quinault Point in Kennewick, WA



Top Registered Investment Advisors (RIA) (Financial Advisor Magazine)*



-Tri-City Regional Chamber of Commerce Small Business of the Year Award
-Wealth Manager Magazine Top Dog Report



-Centre for Fiduciary Excellence (CEFEX) Certified
-Best Financial Advisor for Doctors (Medical Economics)
-Top Registered Investment Advisors (RIA) (Financial Advisor Magazine)



Top Registered Investment Advisors (RIA) (Financial Advisor Magazine)



-$400 Million AUM
-Petersen Hastings celebrates 50 Years



Moved into new office space at Quinault Point



Top Registered Investment Advisors (RIA) (Financial Advisor Magazine)



5 Shareholders



-Petersen Hastings grows to 20 employees
-Financial Times Top 300 Registered Investment Advisors (RIA)
-Best Places to Work for Financial Advisors (Investment News)
-Centre for Fiduciary Excellence (CEFEX) 10 Year Certification
-$700 Million AUM



-Petersen Hastings grows to 22 employees
-TCRCC Business on a Roll Award
-Best Places to Work for Financial Advisors (Investment News)
-Centre for Fiduciary Excellence (CEFEX) 11 Year Certification
-Jeff announces semi-retirement



-Opened new office in Walla Walla
-Petersen Hastings grows to 24 employees
-Best Places to Work for Financial Advisors (Investment News)
-Centre for Fiduciary Excellence (CEFEX) 12 Year Certification
-$800 Million AUM



-Financial Advisor Magazine Top RIA Ranking
-Centre for Fiduciary Excellence (CEFEX) 13 Year Certification
-Best Places to Work for Financial Advisors (Investment News)
-Launched a new service line: GrowWealth Digital Strategies
-$995 Million AUM



-Celebrated 60 years in business
-Centre for Fiduciary Excellence (CEFEX) 14 Year Certification
-Voted Tri-Cities Best Financial Planner
-Grew to 25 team members



Providing fiduciary advice to our clients and their families for over 60 years


*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Petersen Hastings is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Petersen Hastings by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Petersen Hastings does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.