Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Dalton A

CFP®, Series 65

Fort Wayne, IN

Farther

Dalton Atchison is a CFP® with eight years of industry experience, currently serving as a financial advisor at Farther since 2026. Prior to this, he worked for nine years at Mountain Peak Wealth Advisors and has experience with tax preparation support through Presley Tax Services, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform alongside in-person meetings. The firm follows an investment approach based on Modern Portfolio Theory, implementing model portfolios and algorithmic rebalancing with a mix of ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar
firm logo

Jeffrey P

Series 63

Fort Wayne, IN

Farther

Jeffrey Presley is a financial advisor at Farther with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Mountain Peak Wealth Advisors, LLC, Dickmeyer Boyce Financial Management, Inc, McDonald Capital Management, Inc., and Osaic FA, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a range of assets including ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar
firm logo

Austin P

Series 65

Fort Wayne, IN

Farther

Austin Presley is a Series 65-licensed financial advisor with one year of industry experience, currently with Farther in Fort Wayne, IN. His prior roles include positions at Mountain Peak Wealth Advisors, Ford Meter Box, and Steel Dynamics, Inc. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)