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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.

Jeff Petersen CEO

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 Path 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

    Fee-Only:

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

  • 2

    Independent:

    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

    World-Class:

    We are consistently recognized as one of the top advisors in the nation by multiple sources including Medical Economics, Bloomberg Wealth Manager, and Financial Advisor Magazine.

  • 4

    Experts:

    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.

1962

Jim Petersen started
Dunning-Ray Life Agency

 

1971

Dunning-Ray Life Agency becomes Benefits Northwest

 

1972

Retirement Plan Administrator

 

1976

Added Roger Hastings

 

1983

Investment Management Services

 

1984

Jim Petersen uncovered Columbia Basin ponzi scheme

 

1986

Jeff Petersen started at the firm

 

1998

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

 

2006

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

 

2007

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

 

2008

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

 

2011

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

 

2012

-$400 Million AUM
-Petersen Hastings celebrates 50 Years

 

2014

Moved into new office space at Quinault Point

 

2016

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

 

2017

5 Shareholders

 

2018

-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

 

Today

Providing fiduciary advice to our clients, their families, and our firm for over 55 years

 
Disclosure

*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.

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