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Over the years, Petersen Hastings
has been recognized as one of the nation's top
Advisors by publications including Medical Economics, Wealth Manager, and Financial Advisor.

Of the few

Firms recognized as leaders in
Washington state, we are the only
advisor recognized in Eastern Washington.

In addition to recognition as Eastern
Washington's premier wealth management
company by outside publications, Petersen Hastings
has been a final nominee for the Mid-Columbia Small
Business of the Year. Our affiliation with other premier wealth
managers in the U.S. includes membership in the Zero Alpha Group (ZAG).

‪Defining Zero Alpha Group‬

Petersen Hastings became
one of the first Wealth Management organizations
in the United States to earn the Centre for Fiduciary Excellence (CEFEX) certification.

In late 2007

We annually engage the firm of
Roland Criss, the leading provider of
Fiduciary protection, to conduct an on-site
evaluation of Petersen Hastings' investment process.

Medical Economics Petersen Hastings is honored to have been recognized as one of the “Best Financial Advisers for Doctors” in the nation. We specialize in helping physicians, health care professionals and medical groups with their financial planning and investment needs. Take charge of your financial health and contact us today if your investment portfolio is in need of a second opinion.
Medical Economics

Petersen Hastings was named in the Medical Economics list of “The 150 Best Financial Advisors for Doctors” in November 2008, along with all eight domestic ZAG firms.
Wealth Manager Magazine 
Wealth Manager Magazine reports an annually exclusive listing of the nation’s leading independent financial advisory firms ranked by average client relationship size. Petersen Hastings has been listed in the Top Wealth Managers in the United States for many consecutive years.

Financial Advisor Magazine

 

Petersen Hastings has consistently been included as one of the top Registered Investment Advisors (RIA) in the country. To be included in the rankings; firms must have at least $50 million in assets under management, be independently owned, and must be registered investment advisors providing financial planning and related services

to individual clients.

Centre For Fiduciary Excellence (CEFEX) Independent recognition of a fiduciary’s conformity to all Fiduciary Practices and ability to meet investor’s expectations for ERISA Defined Benefits and Deferred Compensation Plans, Personal Trusts, High Net-Worth Individuals, Foundations, Endowments and Corporately Owned Investment Accounts.