Verified recordFinancial Services

Dalton Atchison

Associate Wealth Advisor at Mountain Peak Wealth Advisors, Llc

Based in Fort Wayne, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Fort Wayne

Industry

Financial Services

Company size

3

Contact information

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Email

1 credit

d•••••••@mountainpeakwealthadvisors.com

Phone

5 credits

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Background

About Dalton Atchison

My name is Dalton Atchison, and I am a wealth advisor at Mountain PEAK Wealth Advisors in Fort Wayne, Indiana. 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 4:38.98. I always have an upcoming race on the calendar, so I am likely out training as you read this -)

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