Petersen Hastings Wealth Advisors

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Petersen Hastings Wealth Advisors Discovering where you're most invested in life. Building you the financial freedom to live it.

Petersen Hastings originated in 1962 with the promise that the client’s interest would always be first. Over the next 30 years, we evolved our services to include retirement plan administration, investment management and personal financial planning. Petersen Hastings continued with the promise of always keeping our client’s interest first with an early adoption of an independent fee-only structure and always acting as a fiduciary. We have created the The Trusted Financial Path™; a process that systematically guides clients toward their bigger future. Using the latest financial planning techniques and investment strategies, we map our client’s route and monitor their progress in reaching their goals. Petersen Hastings has continued its path of growth in employees, clients and geographic span to be nationally recognized as one of the largest independent Registered Investment Advisors. For over 50 years Petersen Hastings has existed as a fee-only, Registered Investment Advisory firm located in Kennewick and Walla Walla, Washington. We specialize in helping busy executives, federal employees, retirees, doctors, educators, agriculture workers, families and owners of closely held businesses in Eastern Washington. We work to provide each and every client with an advisor experience they have never had before.

Retirement is about more than reaching a financial goal. It’s about knowing how you want to spend your time once you get...
10/19/2026

Retirement is about more than reaching a financial goal. It’s about knowing how you want to spend your time once you get there.

In his latest guest column, Matthew Petersen, CTFA, AIF®, explores the idea of “test-driving” retirement before it begins, helping you discover what brings purpose and fulfillment to life beyond work.

Read “Taking Retirement for a Test Drive” in the Tri-Cities Area Journal of Business. 👇

Test driving potential long-term commitments before retirement gives you time to determine what you truly enjoy, adjust your plans and explore other passions.

Happy 1 year work anniversary to Advisor Support Associate, Sarah Read! Thank you for your commitment and dedication to ...
10/16/2026

Happy 1 year work anniversary to Advisor Support Associate, Sarah Read! Thank you for your commitment and dedication to Petersen Hastings. 🎉

Help us wish Ben, Ana, and Matt a very Happy Birthday! 🎂🎈
10/16/2026

Help us wish Ben, Ana, and Matt a very Happy Birthday! 🎂🎈

🎉Please join us in celebrating Lily McKeirnan, CFP® and Mathew Legard on their recent promotions to Wealth Advisor and L...
10/12/2026

🎉Please join us in celebrating Lily McKeirnan, CFP® and Mathew Legard on their recent promotions to Wealth Advisor and Lead Associate Wealth Advisor! Both bring a genuine passion for helping people, and their hard work, leadership, and steady commitment to putting clients first make a meaningful difference for our team and the individuals we serve every day.

In their new roles, Lily and Mathew will continue to deliver thoughtful, timely, and personal service while helping clients feel confident in every step of their financial plan. We're proud to celebrate their growth and look forward to all they will accomplish at Petersen Hastings Wealth Advisors!

📣 We’re Hiring: ControllerLooking for more than just a job? Join Petersen Hastings Wealth Advisors - a close knit, growi...
10/09/2026

📣 We’re Hiring: Controller

Looking for more than just a job? Join Petersen Hastings Wealth Advisors - a close knit, growing firm named one of Mid-Columbia's Best Places to Work and InvestmentNews’ Best Places to Work for Financial Advisors.

We’re looking for an experienced Controller to lead our Finance department, shape our financial strategy, and help keep our firm running smoothly. If you’re detail-oriented, thrive in a dynamic environment, and bring a spirit to serve, this role is for you!

📊 Oversee budgeting, financial reporting, and tax filings
🗂️ Manage benefits, compliance, and office administration
🤝 Collaborative, high-energy culture

Qualified candidates bring a CPA license and 3+ years in public accounting, or 5+ years as a controller or assistant controller.

Ready to grow your career with a firm that values people and purpose?

Apply at PetersenHastings.com today!

Help us wish Diane, Cory, Sarah, and Mathew a very Happy Birthday! 🎂🎈
10/07/2026

Help us wish Diane, Cory, Sarah, and Mathew a very Happy Birthday! 🎂🎈

10/02/2026

Our W**e Down & Wreath night was a huge success! Thank you to everyone who joined us for an evening of creativity and good company. A special shoutout to for the wreath making supplies and guidance, and for the delicious food that made the night even more memorable. 🍂🍷

Wishing a very Happy Birthday to Wealth Advisor, Cameron Ridgeway! 🎈
09/27/2026

Wishing a very Happy Birthday to Wealth Advisor, Cameron Ridgeway! 🎈

The women of Petersen Hastings Wealth Advisors were proud to attend the Tri-Cities Women in Business Conference, connect...
09/23/2026

The women of Petersen Hastings Wealth Advisors were proud to attend the Tri-Cities Women in Business Conference, connecting with inspiring women from all industries.

We were also glad to hear keynote speaker Jill Christensen at lunch, and our advisors enjoyed meeting so many members of our community at the booth.

Events like this remind us why we love being part of this community. 🌟

You built the business. But did you build your exit?Matthew Petersen, CTFA, AIF®'s guest column with the Tri-Cities Area...
09/23/2026

You built the business. But did you build your exit?

Matthew Petersen, CTFA, AIF®'s guest column with the Tri-Cities Area Journal of Business explores why business owners should think about liquidity long before a sale is on the table, and how early planning can create more options when it matters most.

Liquidity planning for business owners should begin well before any business sale transaction is considered. Unfortunately, for many business owners, the first time they think about building accessible liquidity is when an offer is being made to purchase their business, or a life event occurs that.....

Address

8203 W Quinault Avenue, Ste 101
Kennewick, WA
99336

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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