Kennewick, WA 8203 W. Quinault Suite 700 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Petersen Hastings Wealth Advisors, Inc.
Team
Firm-wide stats for Petersen Hastings Wealth Advisors, Inc.
About
Petersen Hastings serves individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, trusts, charitable organizations, corporations and other institutional clients, and provides discretionary investment management, financial planning, retirement plan consulting, trust administration, and investment consultation. The firm also offers digital-managed account options (GrowWealth Digital Strategies) and a managed‑accounts‑without‑planning pathway for smaller accounts, as described in its brochure.
The firm’s investment approach is grounded in Modern Portfolio Theory and a passive, low‑cost implementation philosophy that emphasizes diversified exposure via indexed and passive mutual funds and ETFs (including allocations to DFA and Vanguard funds), long‑term holding periods, and periodic rebalancing. Petersen Hastings may allocate client assets to separately managed account programs and third‑party managers, exercises discretionary authority for day‑to‑day trading, and provides ERISA fiduciary and 3(38) manager services for retirement plans when engaged.
Compared with many team firms, Petersen Hastings discloses several uncommon features: membership in The Zero Alpha Group (which advocates a 100% passive strategy), formal relationships for trust administration with National Advisors Trust, and an ongoing allocation relationship with Dimensional Fund Advisors. The firm also documents active marketing practices and third‑party validation that are rarer among peers— including a marketing agreement with Lampo Group/SmartVestor and the use of testimonials, endorsements, advertised performance results and third‑party ratings—and it describes an advised custody arrangement with LPL Financial tied to platform scale.
Expertise
Location
8203 W. Quinault, Suite 700
Kennewick WA 99336
Advisors at this office
3
Advisors at this office
Scott S
Series 63, Series 65
Kennewick, WA
Petersen Hastings Wealth Advisors, Inc.
Scott Sarber is a financial advisor with Petersen Hastings Wealth Advisors, Inc. based in Kennewick, WA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2000, he has been associated with both Carlisle Social Investments LLC and Petersen Hastings Investment Management, Inc. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and retirement plans using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.
Blaine C
Series 65
Kennewick, WA
Petersen Hastings Wealth Advisors, Inc.
Blaine Carr is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, with 22 years of industry experience. He holds the Series 65 designation and has been with Petersen Hastings Investment Management, Inc. since 2002. Petersen Hastings serves a diverse client base including individuals, corporate pension and profit-sharing plans, trusts, charitable organizations, corporations, and other institutional clients. The firm employs a passive, low-cost investment approach grounded in Modern Portfolio Theory, offering discretionary investment management, financial planning, retirement plan consulting, and trust administration, alongside digital-managed account options and specialized retirement plan services.
Matthew N
Series 65
Kennewick, WA
Petersen Hastings Wealth Advisors, Inc.
Matthew Neff is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 credential and bringing 25 years of industry experience. He has worked at Carlisle Social Investments, LLC since 2002 and at Petersen Hasting Investment Management, Inc. since 1999. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and retirement plans, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.
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