Northern Peak Financial

Northern Peak Financial is a financial planner in North Andover, Massachusetts, serving individuals, families, and business owners across Massachusetts and New England. The firm specializes in retirement planning, wealth management, investment guidance, business benefits, and risk management, offering personalized strategies tailored to each client’s long-term goals. With a focus on clarity, objectivity, and ongoing education, Northern Peak Financial helps clients navigate complex financial decisions with confidence. The firm is based at 867 Turnpike Street, Suite 216, and provides services rooted in trust, transparency, and enduring client relationships.

Northern Peak Financial operates as a team of experienced financial advisors, including Managing Partners Adam Bateman, Adam M. Hogue, Kevin M. Smith, and Joshua Topp, each bringing distinct expertise in financial planning, investment management, and insurance solutions. The firm emphasizes a client-first philosophy, having transitioned from traditional financial services to prioritize personalized service over product sales. Services include investment advisory accounts, mutual funds, ETFs, annuities, SMAs, retirement plans, executive benefits, and comprehensive risk assessments covering life, disability, long-term care, and property insurance. The firm also provides educational resources on topics such as Medicare Advantage, special needs trusts, and life insurance.

Northern Peak Financial maintains a strong digital presence, with a well-optimized website that search engines read cleanly, enhancing its visibility in local and regional financial searches. The firm’s consistent and accessible online information supports its reputation as a dependable resource for financial guidance.

In North Andover, Northern Peak Financial stands out as a locally rooted advisor committed to helping residents build lasting financial security through personalized, proactive planning.