Adam W. Bateman

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.

Adam believes that honesty, ethics, and speaking with clients on a regular basis are the keys to building long lasting relationships. He realizes that client's life situations can be complicated and constantly changing. Therefore he believes in taking the time to listen and understand before offering advice. He holds the series 7 registration with LPL Financial, and 66 securities registration through LPL Financial and Flagship Harbor Advisor, as well as life, accident and health insurance licenses.

Adam lives in Haverhill, MA with his wife Laura, daughter Avery and two dogs. When not working, they enjoy being outdoors, traveling, hiking and playing guitar. Having grown up on a nearby farm, he has a passion for sustainable farming and supporting our community by buying local when possible.

Adam strives to be a lifelong resource for families and small business owners.