Dalton Atchison

VP Wealth Advisor
Schedule an Appointment
Client Focus
Multi-Generational Families
Pre-Retirees
Christians
areas of Expertise
Tax Strategies
Retirement Planning
Philanthropy
Tuition Planning
qualifications
CERTIFIED FINANCIAL PLANNER®
Chartered Retirement Planning Counselor®
Certified Kingdom Advisor®
Locations served
Fort Wayne, IN
Fort Wayne, IN
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Meet the
team
about
Dalton Atchison

Dalton Atchison is a CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Certified Kingdom Advisor®. Since 2017, Dalton has helped clients manage resources with prudence and purpose. By leveraging the Farther platform to handle back-office tasks, he dedicates his core expertise to high-touch financial planning, ensuring that even the most complex situations are accessible and strategically sound for his clients.

Dalton is driven by a perspective that transcends traditional balance sheets. Unlike many secular advisors, he uses a unique biblical worldview to help families steward their resources with intentionality. His "why" is found in the personal connection—he prefers face-to-face time over paperwork, believing that financial planning is most effective when it aligns a client's wealth with their deepest values and eternal significance.

A University of Indianapolis graduate with a BS in Business Administration, Dalton brings a disciplined yet approachable energy to his practice. Outside the office, he is an avid runner who treasures time with his wife, Emily, and their family. This focus on faith and family allows him to connect with clients as both a seasoned strategist and a grounded peer.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.

How does your proprietary technology enhance, rather than replace, human investment expertise?

Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.

How do I know my information and my wealth are safe on Farther’s platform?

Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Page Updated on:
May 4, 2026