Dalton Atchison, Cfp®, Cka®, Crpc® Email & Phone Number

My name is Dalton Atchison, and I am a wealth advisor at Mountain PEAK Wealth Advisors in Fort Wayne, Indiana. I have worked for Mountain PEAK since May 2017 and have loved every minute of it. I am very fortunate to be able to come alongside our clients as they achieve their retirement goals. Mountain PEAK Wealth Advisors specializes in financial planning-led investment management. We create a comprehensive financial plan for all of our clients, and we use this as a roadmap to make decisions that are in the best interest of each individual or family.Personally, I received my CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board in December 2022, and I received my undergraduate degree from the University of Indianapolis in May 2017. I graduated summa cum laude with a major in Business Administration and a minor in Photography. I am also a Certified Kingdom Advisor® which means I've been trained to help clients integrate their Christian values into their financial decision-making. I love to run and spend time with my family and friends. My favorite season is track season, and my favorite distance is the mile where I have a personal best of 4:40.85. I always have an upcoming race on the calendar, so I am likely out training as you read this :-)

Listed skills include Sales, Communication, Management, Marketing, and 22 others.

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  Associate Wealth Advisor

  Mountain Peak Wealth Advisors, Llc

  May 2017 - Present - Fort Wayne, Indiana Area

  As an associate wealth advisor at Mountain PEAK Wealth Advisors, I understand the complexities of the financial industry. I work with my clients all the way through the comprehensive financial planning process. I assist with cash flow management, estate planning, income tax planning, insurance planning, investment planning, and retirement planning. I can also offer second opinions on any financial questions.