Petersen Hastings

Petersen Hastings

Founded in 1962 in Kennewick, Washington, Petersen Hastings is a fee-only registered investment advisor serving primarily Eastern Washington from offices in Kennewick and Walla Walla. The firm describes itself as a fiduciary for financially established individuals, businesses, and non-profits, emphasizing a discovery process designed by a psychologist to align portfolios with client-specific life goals rather than market benchmarks. The firm constructs multi-asset-class portfolios spanning equities, fixed income, and alternative investments through direct security selection and third-party manager due diligence. Specific asset allocations and current holdings are not publicly disclosed. Client engagement materials highlight personalized financial planning, retirement-income modeling, and business retirement-plan services. The firm's website claims more than $1.5 billion in client assets under management and a client retention rate of 99% as of December 1, 2025. CNBC ranked it #38 among financial advisory firms in the United States (per CNBC, year not publicly specified). Petersen Hastings operates from a primary office in Kennewick and a secondary location in Walla Walla, Washington. The website lists no additional offices or affiliated entities, though it promotes services for non-profit organizations and business retirement plans alongside individual wealth management. Client testimonials name advisors including Haley, Scott Sarber, Matthew, Blaine Carr, and Cory, but the firm does not publish a full team roster, executive leadership biographies, or headcount figures publicly. Petersen Hastings differentiates structurally through its explicit emphasis on behavioral psychology in the discovery and planning process — a feature the firm markets as unique among local fiduciaries. The business is anchored in a multi-generational Eastern Washington client base, with a service model that blends in-person advisory relationships with centralized portfolio management. The firm does not disclose a succession plan, ownership structure, or participation in external co-investment networks.