Business Details
10 Years
experience
Your Trusted Financial Partner in Fort Wayne, IN
Mountain PEAK Wealth Advisors approaches financial planning as a commitment to stewardship, guiding clients to manage resources with purpose and integrity. Founded on principles of fiduciary responsibility and faith-driven values, the firm offers personalized, fee-only advisory services that align financial decisions with clients' unique goals. With decades of combined experience, including 35 years for Jeff Presley and 9 years for Dalton Atchison, the team specializes in retirement planning, estate strategies, tax optimization, and multigenerational wealth education.Their mission emphasizes transparency, ethical guidance, and a dedication to helping individuals, families, and business owners achieve financial clarity while honoring their values. By integrating biblical principles with professional expertise, the firm fosters long-term partnerships built on trust, ensuring clients feel empowered to make informed decisions that reflect their life's calling.
Services
Financial Planning
Second-Opinion Advice
Retirement Planning
Estate Strategies
Tax Optimization
Investment Management
Debt Management
Education Planning
Kingdom Financial Planning
Next Generation Program
Details
- Year established: 2016
Highlights and features
- We act as fiduciaries, legally bound to prioritize your best interests.
- Our fee-only structure ensures objective advice without product commissions.
- 35 years of experience in values-based financial planning and tax strategy.
- Faith-driven guidance integrating biblical principles into wealth management.
- Customized strategies for retirement, estate planning, and generational stewardship.
Associations and certifications
- Certified Kingdom Advisor
- CERTIFIED FINANCIAL PLANNER
Services
Financial Planning
Personalized financial planning connects your decisions to core values, offering tailored strategies for stability and legacy-building. Services include retirement, tax, and estate planning, ensuring alignment with faith-driven priorities. Our fiduciary approach guarantees objective advice focused solely on your long-term goals.
Second-Opinion Advice
Objective second-opinion reviews analyze existing financial strategies, confirming strengths and identifying improvements. Delivered for a flat fee, this service provides clarity on retirement plans, investments, and tax strategies. Our fee-only structure ensures unbiased recommendations aligned with your unique circumstances and values.
Next Generation Program
This program equips heirs with tools for responsible wealth management through mentorship and practical education. Annual reviews track progress in debt reduction, investing, and financial decision-making. Participants receive foundational resources to foster stewardship skills and long-term financial confidence.
Kingdom Financial Planning
Faith-integrated planning aligns money management with spiritual values, emphasizing charitable giving and ethical stewardship. Services include legacy design, tax-efficient charitable strategies, and values-based investment selection. Certified advisors ensure financial decisions reflect biblical principles and Kingdom impact priorities.
Retirement Planning
Comprehensive retirement strategies optimize 401(k), IRA, and other accounts for sustainable income. Services address Social Security timing, tax reduction, healthcare costs, and legacy planning. Personalized roadmaps adapt to evolving needs, ensuring financial stability throughout retirement while maintaining alignment with core values.
People
Jeffrey K. Presley
President & Chief Compliance Officer
With 35+ years in financial services, Jeff Presley founded Mountain PEAK in 2016 after roles at major firms. A Certified Kingdom Advisor and Purdue graduate, he integrates tax strategy with wealth planning. Actively involved in church ministries, Jeff prioritizes fiduciary responsibility and values-driven guidance.
Dalton Atchison
Associate Wealth Advisor
Dalton Atchison, CFP and Certified Kingdom Advisor, joined Mountain PEAK in 2017. He specializes in retirement planning and values-based investing. With a background in business administration and marathon running, Dalton combines technical expertise with a client-focused approach to simplify complex financial decisions.
Austin Presley
Associate Wealth Advisor
Austin Presley transitioned from corporate roles to financial planning, bringing problem-solving skills and relationship-focused service. Holding a BBA and Series 65 license, he creates tailored plans for families and estates. Active in his church and family life, Austin emphasizes transparent communication and long-term partnership.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, estate strategies, tax optimization, investment management, and faith-driven financial guidance tailored to your values.
How do you integrate faith into financial planning?
As Certified Kingdom Advisors, we align strategies with biblical principles, focusing on stewardship, charitable giving, and ethical wealth management to reflect your spiritual values.
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries, legally and ethically bound to act in your best interests at all times with a fee-only structure.
Do you work with out-of-state clients?
While based in Fort Wayne, we serve clients nationwide through virtual consultations and personalized digital planning tools.
What is your investment approach?
We create customized portfolios aligned with your risk tolerance and goals, emphasizing diversification, tax efficiency, and long-term growth principles.
How often do you review financial plans?
We conduct comprehensive reviews at least twice yearly, with additional check-ins available to adapt strategies to life changes or market shifts.
