Meet Jake

Jake Battersby

Associate Financial Advisor

Jake brings a fresh yet seasoned perspective to financial planning, combining real-world business experience with a deep commitment to helping clients build financial confidence. After nearly a decade in the solar industry — including four years owning and operating his own firm — Jake transitioned into financial services with one clear goal: to help people make smart, informed decisions about their money.

Jake’s approach is rooted in relationship and trust. He believes that the best plans start with meaningful conversations — not spreadsheets. His clients value the way he simplifies complex topics, stays relentlessly focused on their goals, and brings clarity to decisions that once felt overwhelming. Whether it’s mapping out a retirement strategy, planning for a liquidity event, or helping a business owner think more like a CFO, Jake is at his best when he’s helping people make progress with purpose.

Driven, curious, and always learning, Jake is actively pursuing industry credentials to deepen his technical expertise and elevate the value he brings to every relationship. He’s especially passionate about working with entrepreneurs and self-employed professionals — people who, like him, understand the hustle and reward of building something meaningful.

When he’s not working with clients, you can usually find Jake somewhere between Boston and Palm Beach, enjoying good food, a long walk, or trying to convince himself that this is the year his golf game turns a corner.