SHP Financial

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SHP Financial Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Now, begins the journey.

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As a Certified Financial PlannerTM and Fiduciary Advisors we’re legally bound to work with the highest integrity and transparency, and to always put your needs above all else. SHP Financial is an independent financial advisory firm with the mission to help today’s retirees have quality of life and financial stability throughout their retirement years. Our independence allows us to recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy. Unlike many financial planners, we see retirement planning not as a one time event, but as a “journey” we’ll take with you for the rest of your life. We believe it’s critical to personally get to know each Client – from their financial situation, to their health and lifestyle, to their dreams and goals for retirement. With that vital information, we begin the 5-Step SHP Retirement Road Map process. SHP Financial Simple 5-Step Retirement Road Map Process - The SHP Retirement Road Map - is a customized written plan designed to help get you To and Through Retirement by focusing on 5 key areas of your financial life including:

Income Planning
Investment Planning
Tax Planning
Health Care Planning
Legacy Planning

Once we develop your plan, we will not stop there. We will be there to help you implement and manage your plan every step of the way for the rest of your life.

Happy Birthday to Advisor Colin Cronin!
10/17/2026

Happy Birthday to Advisor Colin Cronin!

🏆 Bragging rights are officially on the line for another year!The SHP team had such a fun day at our annual Captains Cup...
10/16/2026

🏆 Bragging rights are officially on the line for another year!

The SHP team had such a fun day at our annual Captains Cup at Indian Pond Country Club. We’re a competitive bunch, so let’s just say everyone came ready to win!

There were great shots, questionable shots, lots of laughs, and, of course, a winning team and a losing team. 😉 Congratulations to the champs.

One of our favorite SHP traditions! ⛳

🏆 We’re honored to share some exciting news!SHP Financial has been named a 2026 Community’s Choice Award winner as Cape ...
10/14/2026

🏆 We’re honored to share some exciting news!

SHP Financial has been named a 2026 Community’s Choice Award winner as Cape Cod’s Best!

This recognition means so much to our entire team because it comes from the community we are so proud to serve. Thank you to our incredible clients, friends, families, and supporters who voted for SHP and continue to put their trust in us.

We are truly grateful to be part of such an amazing community. Thank you, Cape Cod! 💙

SHP Financial won the “2026 Community’s Choice Award- Cape Cod’s Best” through voluntary public votes. No clients, prospects, or employees were compensated for voting. There are no material conflicts of interest that affect the given award. All winners can be viewed at: https://capecodtimes.gannettcontests.com/2026-Cape-Cods-Best-Communitys-Choice-Awards-Winners/

Happy Birthday to Director of Business Development Tasha Smith!
10/14/2026

Happy Birthday to Director of Business Development Tasha Smith!

10/13/2026

What happens to private investors when a company finally goes public? Until an IPO or another liquidity event occurs, the value of private shares can remain difficult to access even as the company grows.

In this clip, SHP Financial’s Matthew Peck and Raphael Hanna explain how private companies are valued, what happens to investors and employees when those companies enter the public markets, and why liquidity is such an important consideration when investing in private equity.



https://hubs.la/Q04zT_xW0

Happy Birthday to Client Services Representative Patti Boardley!
10/10/2026

Happy Birthday to Client Services Representative Patti Boardley!

⛳ 7th Annual Golf Tournament! ⛳What a day! We had the best time hosting our 7th Annual Golf Tournament at Indian Pond Co...
10/07/2026

⛳ 7th Annual Golf Tournament! ⛳

What a day! We had the best time hosting our 7th Annual Golf Tournament at Indian Pond Country Club in Kingston with an incredible group of clients. The weather was sunny and brisk, making it the perfect fall day to get out on the course. ☀️🍂

A huge thank you to all of our clients who joined us and continue to make events like this so special. And a big shoutout to our amazing SHP team for all the work behind the scenes to bring the day together!

Already looking forward to next year! 🏌️‍♂️⛳

A special weekend for the Peck family! Founder Matthew Peck celebrated his daughter Adelaide’s Confirmation. Congratulat...
10/05/2026

A special weekend for the Peck family! Founder Matthew Peck celebrated his daughter Adelaide’s Confirmation. Congratulations, Adelaide, on this meaningful milestone! 💕✨

Celebrating our October SHP Mate anniversaries! 👏Katie Dwyer (12 years), Patrick Randall (8 years), Laura Russo (8 years...
10/01/2026

Celebrating our October SHP Mate anniversaries! 👏
Katie Dwyer (12 years), Patrick Randall (8 years), Laura Russo (8 years), Kyle Britton (4 years), and Mike Guthrie (3 years)

Your commitment and contributions help drive our success—thank you for all that you do!

09/30/2026

Retirement planning isn't just about making sure you have enough money. Aidan Arone and Derek Gregoire discuss why it's equally important to think about what you're retiring to, especially after your career has shaped your schedule, identity, and sense of purpose for decades.

They share why planning for how you'll spend your time can make the transition into retirement easier.



https://hubs.la/Q04yG3D00

Address

225 Water Street, Bldg C, Suite C210
Plymouth, MA
02360

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15087462400

Website

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