Christian Financial Advisors in Fort Wayne, IN

At Mountain PEAK Wealth Advisors, we see financial planning as far more than just numbers. It’s about stewardship, and wisely managing the resources entrusted to you to build a life of purpose, meaning, and lasting impact. We’re your dedicated fiduciaries and partners on this journey toward financial clarity and legacy-building, grounded in the faith and values that matter most to you.

As fiduciaries, we are legally and ethically bound to act in your best interests at all times. As an independent, fee-only registered investment advisor, our allegiance is solely to you—no commissions, no product pushing, just objective advice built around your unique goals and priorities. With experience spanning 35 years for Jeff and 9 years for Dalton, our team offers deep expertise paired with a commitment to making financial planning clear, accessible, and genuinely beneficial for individuals, families, and business owners alike.

Inspired by the vision of Michael A. Beer, Mountain PEAK Wealth Advisors was founded to help clients align their wealth with their life’s calling. Whether you are growing your assets, planning for retirement, or creating a meaningful legacy for future generations, we offer tailored guidance that reflects your faith, your values, and your vision for the future.

Because every client’s journey is unique, we focus on listening deeply and crafting strategies as individual as you are. Together, we’ll navigate the complexities of today’s financial landscape with confidence, integrity, and the assurance that your best interest is always at the heart of what we do, because that’s what true stewardship demands.

With more than 35 years in financial services—including nearly two decades as a fee-only advisor—Jeff Presley brings wisdom, clarity, and integrity to every client relationship. His mission is simple: to help individuals and families experience financial peace through objective, values-based planning that reflects their faith and priorities.

Jeff is a Certified Kingdom Advisor® and serves on the Thrive Financial and Stewardship leadership team, where he also coaches individuals and supports church members through benevolence ministry.

Since founding Mountain PEAK Wealth Advisors in 2016, Jeff has combined professional expertise in wealth management with a faith-driven perspective, ensuring each financial decision supports clients’ goals while nurturing lasting stewardship. As the leader of Presley Tax Services, LLC and a proud Purdue University graduate, Jeff provides holistic guidance by integrating tax strategy with wealth planning to create solutions that stand the test of time.

If you’re approaching retirement, we provide guidance to optimize your 401(k), IRA, and other retirement accounts for long-term growth and stability. Our approach focuses on helping you:

• Reduce taxes on retirement withdrawals so you keep more of what you’ve earned
• Determine the ideal timing for claiming Social Security benefits to maximize income
• Build a comprehensive plan that shields your assets and passes your legacy on according to your wishes
• Choose appropriate investment allocations that balance growth with risk reduction
• Prepare strategically for the financial realities of retirement living

For those already retired, our role is to help you maintain a sustainable income stream that supports your lifestyle while safeguarding your wealth against inflation, market shifts, and unexpected expenses. We focus on:

• Creating income plans that adapt as your retirement progresses and priorities shift
• Reducing taxes on income, Social Security, and investment gains
• Planning for healthcare and long-term care costs, so you’re covered when it matters most
• Designing legacy plans that reflect your values and wishes for future generations
• Helping you truly enjoy retirement with confidence and ease

At Mountain PEAK Wealth Advisors, we are committed to helping you steward the resources entrusted to you with integrity, wisdom, and purpose. Whether you’re planning for retirement, facing life’s transitions, or focused on legacy-building, our team stands ready to provide the personalized guidance and support you need.

Every financial decision you make is an opportunity to strengthen your legacy and live out your values. Let’s embark on this journey together so your financial future reflects your faith, your goals, and your vision for the life you want to lead.