Adam Bateman

Adam Bateman

Managing Partner

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 speaking with clients on a regular basis are the keys to building long lasting relationships. Client’s life situations can be complicated and constantly changing, therefore he believes in taking the time to listen and understand before offering advice. Adam is a fiduciary and holds the series 7 registration with LPL Financial, and 66 securities registration through LPL Financial and Flagship Harbor Advisors, and is licensed to offer life insurance. 

Adam lives in southern New Hampshire with his wife and two children. When not working, they enjoy being outdoors, gardening, hiking and fishing. Adam strives to be a lifelong resource for families and small business owners.

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