Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

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Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

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Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

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Alicia Batchelor

Administrative Assistant

Alicia brings over 20 years of customer service and over 14 years of financial industries experience to her current position as Administrative Assistant. Before coming to Eagle Point Alicia worked at a credit union specializing in fraud investigation and implementing training programs to help her staff and members recognize and help prevent fraud. Alicia is excited to be learning a new aspect of the financial field.

Alicia has certificates in Financial Counseling and BSA/AML through CUNA. She also has a certificate in Office Occupations through New Hampshire Community Technical College. She is continuing her education at Southern New Hampshire University to obtain a Bachelor of Science in Business Administration and Financial Fraud Investigation.

Alicia lives with her family in NH. She enjoys spending time with her family, reading, hiking, and gardening.