Certified Kingdom Advisors in Fort Wayne, IN
A Legacy of Trust, Faith, and Purpose: The Journey Behind Mountain PEAK Wealth Advisors
At Mountain PEAK Wealth Advisors, our story is built on decades of professional dedication, personal relationships, and a shared commitment to guiding clients toward financial clarity and stability. Our journey began with a close friendship and a vision for financial education that has spanned more than 20 years; a vision that continues to shape our firm today.
The roots of our firm trace back to PEAK Advisors, originally established by my close friend Michael A. Beer. Michael first became a client of mine in the mid-1990s, entrusting me with the management of his family’s financial affairs. Over time, our relationship grew beyond the professional realm into a strong personal connection. Michael eventually transitioned into the financial services industry himself, and together we conducted seminars, workshops, and public education initiatives to help people understand the importance of sound financial planning.
Life took us on different paths. Michael eventually stepped away from our shared company to focus on raising his children and building a small, fee-only financial and tax practice from home. Despite the distance, our conversations continued, and we often spoke of “circling around opposite sides of the tree,” believing that one day our professional paths would converge again.
That opportunity came under unexpected and tragic circumstances. When Michael was diagnosed with stage four cancer, he entrusted me with his practice, asking me to care for his clients, many of whom were like family, including his wife, children, and extended loved ones.
During our heartfelt conversation, he reflected, “I never envisioned that this is how we would meet on the other side of the tree! I’m sorry we waited this long.” Michael passed away on February 18, 2016, at the age of 53. His untimely death was a profound loss, but his legacy lives on in the work we do every day at Mountain PEAK Wealth Advisors. Our firm exists to honor Michael’s commitment to helping others enjoy financial stability and peace, and we strive to carry forward his vision of making financial planning accessible and impactful.
Trust & Legacy Focused
Meet Our Team
Our Unique Approach
At Mountain PEAK Wealth Advisors, we understand that your financial goals are deeply connected to your values. Many of our clients desire to be faithful stewards of all that God has entrusted to them. To achieve that, your financial plan must not only provide for retirement and family needs but also enable you to give generously in support of God’s Kingdom.
We also recognize that financial planning can feel overwhelming and complex, especially when trying to find an advisor who aligns with your biblical values. This uncertainty often leads to hesitation, delaying meaningful action that could impact your family, your future, and your ability to make a difference in the world. But when you approach your finances with the understanding that God owns everything, managing His resources becomes an act of joyful stewardship rather than a burdensome obligation.
Over the past 30 years, we have walked this path alongside generous Christians seeking to align their financial plans with God’s purpose. We provide clear, biblically grounded guidance designed to help our clients fulfill their calling. As a fee-only firm, we operate with complete transparency and integrity, free from commissions or sales-driven conflicts.
Whether you are building wealth, planning for retirement, or preparing to leave a legacy, we are honored to walk alongside you. Our approach is rooted in integrity, purpose, and faith. We help clients reach their financial summits while remaining true to the values that guide their lives.
From personalized retirement strategies and investment planning to estate preservation and charitable giving, our work is designed to provide clarity, peace, and actionable steps that allow you to focus on what matters most: family, faith, and life’s journey. We take pride in creating financial plans that are as unique as the individuals and families we serve, always keeping your goals and values front and center.
Jeffrey K. Presley, CKA®
Jeffrey K. Presley, born in 1961, has been dedicated to serving clients of Mountain PEAK Wealth Advisors as president and chief compliance officer since October 2016.
Previously, Jeff was a financial advisor at several notable firms, including Dickmeyer Boyce Financial Management, Inc., McDonald Presley Capital Management, Inc., and Lincoln Financial Advisors Corp. In addition, he held various positions, including branch manager, at Fort Wayne National Bank. In 1988, Jeff earned a Bachelor of Science in Organizational Leadership and Supervision from Purdue University.
Jeff is also the principal of Presley Tax Services, LLC. As a separate service offering from the advisor, Jeff offers tax preparation and related services. Clients are not obligated to use these services in order to obtain advisory services from Mountain PEAK.
Dalton Atchison, CFP®, CKA®, CRPC®
Dalton Atchison is an associate wealth advisor at Mountain PEAK Wealth Advisors, LLC. He graduated from the University of Indianapolis with a degree in business administration in May 2017 and has been with Mountain PEAK ever since.
Dalton attained the Chartered Retirement Planning Counselor™, CRPC™ designation in October 2018, and received his CERTIFIED FINANCIAL PLANNER® certification in December 2022. Dalton is also a Certified Kingdom Advisor®, which means he has been trained to help clients integrate their Christian values into their financial decision-making.
In his free time, Dalton loves to run, work out, and spend time with his family, friends, and wife, Emily. His favorite season is track season, and his favorite distance is the mile (his personal best is 4:38.98).
Austin Presley
In Memory of Michael A. Beer
PEAK Advisors was the name of my close friend Michael’s firm. Mike and his wife were clients of mine for about three years in the mid-1990s. He then wanted to join me in the financial services industry, and we worked together for many years doing seminars and other activities to educate people on the need for financial planning.
Mike left the company we were working for at that time to raise his children and create a small, fee-only financial planning and tax practice from his home. We always talked about coming back together someday. Mike described our relationship as me going around one side of a tree and him going around the other, until one day we would meet and combine our practices again.
When Mike contacted me one day to tell me he had stage four cancer, my heart was broken. He asked me to take over his practice, which included clients like his mom, wife, children, mother-in-law, sister-in-law, and others. He was entrusting me with the people he cared about the most.
As we were discussing the details, Mike said, “I never envisioned that this is how we would meet on the other side of the tree! I’m sorry we waited this long.”
Mike was given three to six months to live. He died two years later on February 18, 2016, at the age of 53. Mountain PEAK Wealth Advisors will always be in memory of Michael A. Beer.
– Jeff Presley, President and Chief Compliance Officer
