Northern Peak Financial

Northern Peak Financial is a financial planning firm located at 867 Turnpike Street, Suite 216, in North Andover, MA. The firm serves families and business owners across Massachusetts and New England, offering personalized wealth management strategies aligned with long-term objectives. Their services include investment management, financial planning, business planning, and risk management. Investment options encompass mutual funds, ETFs, stocks, bonds, separately managed accounts, institutional management programs, variable, fixed, and indexed annuities, investment advisory accounts, and cash management strategies.

Financial planning involves assessing personal and financial circumstances, identifying goals, analyzing current actions, implementing strategies, and monitoring progress. Business planning covers retirement plans such as 401k, 403b, 457, and pension plans, along with executive benefit deferred compensation, group life and disability insurance, workers compensation, and health insurance. Risk management provides comprehensive assessments including life insurance, disability income insurance, long-term-care insurance, and auto and property insurance.

The firm is led by a team of Managing Partners with specific credentials. Adam Bateman serves as Managing Partner and can be reached at (978) 296-8600 or [email protected]. Adam M Hogue, holding an MBA and CFP® designation, is a Managing Partner reachable at (978) 296-8602 or [email protected]. Kevin M. Smith, a CFP®, is a Managing Partner available at (978) 296-4141 or [email protected]. Joshua Topp, ChFC®, is a Managing Partner contactable at (978) 296-8601 or [email protected].

Northern Peak Financial operates with a philosophy built on trust, transparency, and enduring relationships. The team aims to provide service over products, drawing on decades of experience in financial services companies. The main office can be contacted at 978-296-8600, with a fax number of 978-296-8603. General inquiries can be sent to [email protected], and clients may access their accounts through the Client Login portal. The office is open Monday through Friday from 9:30 AM to 4:00 PM.

Northern Peak Financial is situated on Turnpike Street in North Andover, MA, near the North Andover Estates and Heights Planned Residential Development about a fifth of a mile away.

BizScoreAI assigns Northern Peak Financial a Technical score of 85 out of 100, which ensures the website is secure and indexable so search engines can read it without errors. The firm also receives a Discoverability score of 75 out of 100, confirming that AI crawlers are allowed to find every page, which is the necessary first step for AI assistants to recommend the business.