How Our Team Works

How Our Team Works

Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Adam M Hogue, MBA, CFP®

Managing Partner

(978) 296-8602

ahogue@northernpeakfinancial.com

Adam M Hogue started his career in financial planning after serving 4 years of active duty in the United States Army as an Airborne Officer. He worked for both large and small financial firms before starting his own Registered...

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Kevin M. Smith, CFP®

Managing Partner

(978) 296-4141

kevin@northernpeakfinancial.com

With over 20 years in the financial planning and wealth management industry, Kevin founded Northern Peak Wealth Management in June 2015, and affiliated through LPL Financial in order to provide top quality investment guidance and...

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Josh Topp ChFC®

Managing Partner

(978) 296-8601

josh@northernpeakfinancial.com

Josh began his career in the financial services industry in 2007 with the goal of helping families and business owners grow and protect their wealth through comprehensive financial planning. He focuses his time and energy on building...

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Adam Bateman

Managing Partner

(978) 296-8601

abateman@northernpeakfinancial.com

Adam began his career in the financial services industry in 2007 with the goal of helping families and business owners grow and protect their wealth through comprehensive financial planning. He believes that honesty, ethics, and...

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