SHP Financial

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 quali

ty 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.

06/17/2026

The Hidden Cost of Trying to Time the Market

Market volatility can cause investors to make emotional decisions at exactly the wrong time.

In this clip, SHP Financial’s Keith Ellis and Mark Kenney break down how a properly structured retirement plan can help investors stay focused during market downturns. Learn how the bucket strategy works, why maintaining liquidity matters, and how long-term investors can avoid costly mistakes during periods of uncertainty.



https://hubs.la/Q04lHNhr0

Partner Derek Gregoire hit the golf course with some of our clients last week. It was a beautiful day!
06/15/2026

Partner Derek Gregoire hit the golf course with some of our clients last week. It was a beautiful day!

We recently hosted a Retirement Planning Workshop at Alden Park in Plymouth, where we had the pleasure of teaming up wit...
06/12/2026

We recently hosted a Retirement Planning Workshop at Alden Park in Plymouth, where we had the pleasure of teaming up with Attorney Keith McManus of McManus Estate Planning. Together, we shared valuable insights to help our guests feel more informed and confident about their financial and estate planning futures. Thank you to everyone who joined us!

06/11/2026

The Biggest Investing Mistake People Make in Down Markets

Most investors think market volatility is the biggest threat to their portfolio. But SHP Financial’s Mark Kenney explains why the real danger is often emotional decision-making.

In this clip, Mark breaks down how cognitive biases influence investing behavior, why investors frequently underperform the market by reacting at the wrong time, and how Warren Buffett's famous "voting machine vs. weighing machine" analogy can help investors stay focused on their long-term plan.



https://hubs.la/Q04kDbW_0

The SHP team is growing again!🎉Please help us give a warm welcome to Client Specialist, Josh Santos, the newest member o...
06/10/2026

The SHP team is growing again!🎉

Please help us give a warm welcome to Client Specialist, Josh Santos, the newest member of our SHP New Business Team.

Here are a few fun facts about Josh!

Why Investors Make Bad Decisions During Market Volatility with Mark Kenney, CFP®, CTS™Market volatility can cause even t...
06/09/2026

Why Investors Make Bad Decisions During Market Volatility with Mark Kenney, CFP®, CTS™

Market volatility can cause even the most disciplined investors to second-guess their decisions. When headlines dominate the news cycle and emotions begin to take over, many retirees risk making short-term financial moves that can negatively impact their long-term retirement goals. Without a comprehensive plan in place, fear and uncertainty can lead investors away from the strategies designed to protect their lifestyle and future financial security.

In this episode, Keith Ellis Jr. is once again joined by one of SHP Financial’s Certified Financial Planner, Mark Kenney, to discuss the role behavioral finance plays in retirement planning and why emotions often drive poor financial decisions during uncertain markets. Together, they break down the psychological tendencies that can lead investors to react impulsively, explain why long-term planning matters more than short-term market movements, and share real-world examples of how proper financial planning can help retirees stay confident during periods of volatility.

They also discuss the importance of having different investment “buckets” for safety, income, and growth, how tax planning impacts retirement success, and why open conversations around money and legacy planning can help families better prepare future generations. Mark and Keith explain how having a holistic retirement roadmap can help retirees navigate uncertainty, make smarter financial decisions, and maintain confidence in both their plan and their future.



Also available on Apple, Spotify, and every other major podcasting app!

Keith Ellis Jr. and Mark Kenney explain how behavioral finance impacts retirement decisions, taxes, market volatility, and long-term confidence.

Our summer interns have arrived!
06/08/2026

Our summer interns have arrived!

Wealth planning goes beyond growing assets, it protects them and ensures their efficient transfer to the next generation...
06/01/2026

Wealth planning goes beyond growing assets, it protects them and ensures their efficient transfer to the next generation. To that end, estate and legacy strategies can minimize tax exposure and legal hurdles. Proper use of trusts and other planning tools can substantially reduce these liabilities. Here are five strategies to help organize your estate plan >

https://hubs.la/Q04jwm8S0

Trusts and estate strategies can benefit everyone, from the ultra-wealthy to everyday earners. Talk with our team today about your estate plan.

This month we have 6 SHP Anniversaries! 🎉Please join us in congratulating our SHP Mates — Dave Teittinen (12 years), Nic...
06/01/2026

This month we have 6 SHP Anniversaries! 🎉

Please join us in congratulating our SHP Mates — Dave Teittinen (12 years), Nick Nelson (10 years), Paul Kittredge & Chris Willis (5 years) and finally Cam Iarrobino & Greg Reyes (3 years).

Thank you for your commitment and contributions!

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

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