Mountain Peak Wealth Advisors

Our Story

Mountain PEAK Wealth Advisors is a Registered Investment Adviser dedicated to providing clients with fee-only financial planning and investment management services. Our team of experienced professionals, led by President and Chief Compliance Officer Jeff Presley, has been serving clients for over 30 years. We take pride in our commitment to our clients' long-term financial success and our ability to tailor strategies that fit each unique situation. Our team of knowledgeable professionals takes the headaches out of managing finances, allowing clients to focus on their priorities.

Meet Our Team

Jeff Presley, President and Chief Compliance Officer: Jeff has been serving clients in the financial services industry for over 30 years and has been a fee-only advisor since 2003. He earned a Bachelor of Science in organizational leadership and supervision from Purdue University in 1988 and is also the principal of Presley Tax Services, LLC, where he offers tax preparation and related services.

Dalton Atchison, CFP, CRPC Associate Wealth Advisor: Dalton joined Mountain PEAK Wealth Advisors in 2017 after graduating from the University of Indianapolis with a degree in business administration. He attained the Chartered Retirement Planning Counselor, CRPC designation in October 2018 and received his CERTIFIED FINANCIAL PLANNER certification in December 2022. In his free time, Dalton enjoys running, working out, and spending time with his family and friends.

Services and Fees

At Mountain PEAK Wealth Advisors, we offer a full range of financial planning and investment management services to help clients accumulate wealth and plan for a fulfilling retirement. Our services include cash flow management, estate planning, income tax planning, insurance planning, investment planning, and retirement planning. We take a holistic approach to financial planning and strive to help clients make informed decisions about their financial future.

As a fee-only advisor, we do not receive commissions or other compensation for recommending specific products or services. Instead, we charge a flat fee based on the assets we manage for each client. This fee structure aligns our interests with those of our clients and ensures that we are always working in their best interests.

Publications and Resources

We believe that informed clients are better equipped to make smart financial decisions. That's why we offer a wide range of publications and resources on our website, including blog posts, newsletters, and other educational materials. We also maintain strong relationships with professionals in insurance, estate planning, and many other fields to help cover every part of our clients' financial well-being.

Client Login

We offer a secure client login portal on our website, allowing clients to access their account information, account balances, and other important financial documents at any time. This portal provides clients with a convenient way to stay up-to-date on their financial situation and make informed decisions.

At Mountain PEAK Wealth Advisors, we are committed to providing our clients with the highest level of service and support. Whether you are just starting to plan for your financial future or are well on your way to retirement, we are here to help. Contact us today to learn more about how we can help you reach your personal summit.