Value-Based Wealth Management Services & Fees in Fort Wayne, IN

Embrace Your Financial Future with Confidence, Clarity,  and Purpose


At Mountain PEAK Wealth Advisors, our mission is clear: to help you pursue lasting financial stability while honoring the unique values, goals, and dreams God has placed in your heart. Whether you are preparing for retirement, growing your wealth, or creating a meaningful legacy for future generations, we are committed to guiding you with integrity and care every step of the way.

We understand that financial planning can feel complex and overwhelming—with many moving parts such as retirement, taxes, investments, college savings, estate planning, and charitable giving. Our goal is to simplify this journey by providing clear guidance, actionable strategies, and peace of mind for your future. By understanding your story and your situation deeply, we partner with you to design a comprehensive plan that evolves alongside your life.

Our Services

Comprehensive Financial Planning

Our process begins with listening to your hopes and dreams. We take time to know you personally and craft a financial plan tailored to your unique goals—covering retirement, education, estate planning, and everything in between. We believe financial planning is a holistic journey that offers clarity and direction. To keep your strategy aligned with your priorities, we meet with you at least twice a year to review and refine your plan as your life and goals evolve.
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Kingdom Financial Planning

Our Kingdom Financial Planning service reflects a commitment to wise stewardship of your resources. We believe the gifts God provides are entrusted to you for a greater purpose: caring for your family, preparing for retirement, and advancing His Kingdom. Our role is to provide faith-centered, professional guidance that weaves biblical principles into every financial decision. With decades of experience and credentials such as CERTIFIED FINANCIAL PLANNER® and Certified Kingdom Advisor®, we help you design a plan that aligns with your values, simplifies complex choices, and empowers you to pursue God’s calling with clarity, peace, and confidence.
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Second-Opinion Financial Advice

Financial decisions can be challenging. If you seek a trusted second opinion or need clarity on a financial choice, we offer objective guidance to help you proceed with confidence. This service is provided for a straightforward flat fee, so you know the cost upfront with no surprises. We’re here to support you with the knowledge and encouragement you deserve.
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The Next Generation Wealth Stewardship Program

We believe early financial education builds a strong foundation for lasting success. The Next Generation Wealth Stewardship Program is a special program for the adult children of our current clients designed to equip them with tools to navigate student loans, investment accounts, and major financial milestones. Annual review meetings help keep them on track, and each participant receives a copy copy of either The Richest Man in Babylon or The Millionaire Next Door—timeless guides to wise money management.
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Why Fee-Only?

Our commitment is to provide advice free from conflicts of interest. As a fee-only firm, we never receive commissions or incentives from product sales. This assures you that every recommendation centers solely on your best interests and financial goals.

Our fee structure is clear and straightforward, so you know exactly what to expect. For investment management, fees are based on a percentage of assets under management. For second-opinion advice and other services, we use flat fees discussed in advance. This transparency reflects our commitment to integrity and the highest quality personalized service.

 

Keys to a Successful Relationship

 

We believe that strong financial outcomes grow from strong relationships. At Mountain PEAK
Wealth Advisors, we see ourselves as your partners, educators, and guides. Our role is to walk
alongside you on your financial journey.

Open communication is vital to your success. We listen carefully to your goals and concerns,
provide personalized guidance, and encourage your questions so you always feel informed and
empowered. Mutual trust and respect form the foundation of our partnership, supporting your
decisions through every season of life—whether navigating market changes, major life events,
or preparing for retirement.

Schedule a Meeting

Ready to take the next step?
Schedule your complimentary consultation today. Together, we’ll build a financial plan that empowers you to pursue your dreams with confidence, clarity, and purpose.