Adam Bateman

Adam Bateman

Managing Partner

Adam began his career in 2007 with UBS Financial Services where he completed their rigorous, comprehensive training program and worked alongside industry veterans to gain the experience necessary to advise his clients. There he developed the necessary skills for building and managing investment portfolios, risk management strategies, and retirement income planning. Adam is a fiduciary and holds the Series 7 License (General Securities Representative) with LPL Financial as well as the Series 66 License (Investment Advisor Representative/Securities Agent) through LPL Financial and Flagship Harbor Advisors. He is also licensed to offer life, accident, and health insurance.

Adam’s primary goal is to help families and small businesses accumulate and maintain their wealth. Adam knows that honesty, ethics, and frequent contact with clients are the keys to building long lasting relationships. He believes that it’s important to have his finger on the pulse of your life circumstances so that he can best serve your needs. Our lives are complicated and constantly changing. With this in mind, Adam strives to take the time to listen and understand before offering advice. Adam wants to be a lifelong resource for your family or small business.

Adam received his BA in Communications from Westfield State University.

Adam grew up on a small farm in Georgetown, helping out in the family greenhouse business. There, he developed a variety of skills. From carpentry, machine maintenance, and inventory control, to growing plants from seed-to-sale and customer relations. Most importantly, he learned about the hard work and dedication it takes to build a business from the ground up and the satisfaction that comes from creating something out of nothing.

Adam lives in southern New Hampshire with his wife Laura and two children Avery and Tyler. They enjoy being outdoors as much as possible, working in the garden, hiking, fishing, and taking trips to the White Mountains. Adam’s love of gardening  has turned into a passion for cooking and everything that goes along with it. He can often be found in the kitchen experimenting with new dishes, pickling, canning, and fermenting. He enjoys sharing this knowledge with his kids, teaching them about where their food comes from and how to grow and prepare it.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Northern Peak Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.

LPL Financial Registered Representatives associated with this bio may only discuss and/or transact securities business with residents of the following states: MA, NH, CT, ME, NY, VA, MD, FL, TX, IN, SC