Adam M Hogue, MBA, CFP®
Managing Partner
Adam began his career in financial planning after completing four years of active duty as an Airborne Officer in the United States Army. After leaving active service, he worked with several financial firms before founding his own Registered Investment Advisory in 2015. In January 2017, Adam affiliated with LPL Financial to expand the services available to his clients and rebranded the firm as Ulen & Hogue Financial.
In 2020, to continue growing his practice and better serve clients, Adam merged with two other local firms to form Northern Peak Financial.
Adam is a Managing Partner at Northern Peak Financial and serves as the firm’s Compliance Officer and Insurance Planning Strategist. He works closely with the team to design portfolios with a particular focus on income-based solutions for retirees.
Adam holds a BA from the University of Massachusetts Lowell, an MA from the University of Nebraska, an MBA from Fitchburg State University, and a Graduate Certificate in Financial Planning from Boston University.
Adam decided to become a financial planner while serving in the Army, after seeing many fellow soldiers struggle with their financial lives. With a strong interest in investing and personal finance, he used his GI Bill to pursue advanced education in business and financial planning, with the goal of helping others build financial security.
Adam lives on Cape Cod with his wife, Lia, his two young children, and his dog, Pasta. He is an avid runner and golfer and also enjoys spending time at the beach. Adam is actively involved in his community, volunteers with the University of Massachusetts Lowell, is retired from the Army Reserves, and remains deeply involved in veterans’ causes.