Leading you to financial freedom
Petersen Hastings is an independent, fee only investment advisor. We provide financial planning and investment management services for our family, non-profit, corporate, and foundation clients, and we provide third party administration and investment management services for our retirement plan clients.
"My top priority in an investment service is trust. Both integrity AND competence matter. Achieving goals isn’t just keeping score. This is about my life.”
"Financial freedom is on everybody's mind. For most people, it means knowing that their financial future is secure."
"My Company grew because of the collective effort of my team. Now, I want to
help secure their future."
Learn more about our investment philosophy and process.
