Atlantic Planning Group Experiences Continued Growth

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The growing financial services firm in Waltham, Massachusetts adds two more advisors to their successful team.

Michael Broderick and Chris Battersby, founders of Atlantic Planning Group, have recently hired two new financial advisors, Duke Martin and Chris Eppich, to join their growing firm.

“We are delighted to have Duke and Chris join the Atlantic Planning Group team,” said Broderick. “Their experience serving individuals and business owners is a great asset to our company and community.”

Prior to joining the firm, Duke Martin earned his Bachelor of Science in finance and marketing from Boston College in 2001 and went on to earn two designations from the American College, Certified Life Underwriter (CLU®) in 2007 and Certified Financial Planner (CFP®) in 2009. Duke also holds his Series 6, 63, and 65 securities licenses, as well as Life, Accident, and Health Insurance producer’s licenses in Massachusetts, New York, New Jersey, District of Columbia, Illinois, North Carolina, Pennsylvania and Virginia. He operated his own firm, Martin Strategies, until he saw the opportunity to combine forces and join the Atlantic Planning Group team.

Chris Eppich earned a Bachelor of Arts degree in economics from Providence College, and went on to earn his Series 7 and Series 66 securities licenses, as well as Life, Accident, and Health Insurance producer’s licenses in District of Columbia, Massachusetts, New Hampshire and Rhode Island. He is currently enrolled in additional professional designation programs, and is a great addition to the team.

Atlantic Planning Group has more than two decades of experience in wealth strategies, primarily working with high net worth business owners and families to build custom-tailored financial solutions with competency and integrity. They are based in Waltham, MA, and serve clients around the nation.

Chris Eppich and Duke Martin are Registered Representatives offerings securities through NYLIFE Securities, LLC. Member FINRA/SIPC, a Licensed Agency, (201 Jones Road, 5th Floor, Waltham, MA 02451, 781-647-4100). Financial Advisers offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Atlantic Planning Group, LLC is not owned or operated by either NYLIFE Securities LLC, Eagle Strategies, LLC or its affiliates.
SMRU #1769573

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