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.

Happy Birthday to Advisor Bradley Parillo! 🎉
05/29/2026

Happy Birthday to Advisor Bradley Parillo! 🎉

LAST DAY TO VOTE!SHP Financial is in the voting round for Cape Cod’s Best – Community’s Choice Awards for 2026! 🙌We’re p...
05/29/2026

LAST DAY TO VOTE!

SHP Financial is in the voting round for Cape Cod’s Best – Community’s Choice Awards for 2026! 🙌

We’re proud to be part of such an amazing Cape Cod community and grateful for all the support along the way! 💙

Check it out now!

05/28/2026

The Retirement Portfolio Problem That Shows Up In Volatile Markets

Retirement planning isn’t just about building wealth, it’s about making sure your plan can withstand market volatility, taxes, and uncertainty over time.

In this clip, SHP Financial’s Matthew Peck and Nick Nelson explain why a strong retirement plan provides confidence during difficult markets and how proactive tax planning can help retirees avoid costly surprises down the road.



https://hubs.la/Q04hl1Ly0

1 more date to VOTE!SHP Financial is in the voting round for Cape Cod’s Best – Community’s Choice Awards for 2026! 🙌We’r...
05/28/2026

1 more date to VOTE!

SHP Financial is in the voting round for Cape Cod’s Best – Community’s Choice Awards for 2026! 🙌

We’re proud to be part of such an amazing Cape Cod community and grateful for all the support along the way! 💙

Check it out now!

05/27/2026

Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities. Other supervised persons of SHP Wealth Management, LLC. are independent licensed insurance agents of SHP Financial, LLC. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional before investing. Both SHP Wealth Management, LLC. and SHP Financial, LLC. will offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.

2 More Days to VOTE!We’re excited to share that SHP Financial is in the voting round for Cape Cod’s Best – Community’s C...
05/27/2026

2 More Days to VOTE!

We’re excited to share that SHP Financial is in the voting round for Cape Cod’s Best – Community’s Choice Awards for 2026! 🙌

From May 15th through May 29th, the community has the chance to participate and support their favorite local businesses—votes can be cast once per day.

We’re proud to be part of such an amazing Cape Cod community and grateful for all the support along the way! 💙

Check it out now!

This Memorial Day, we honor the heroes who gave their lives in service to our country. 🇺🇸 We are forever grateful for th...
05/25/2026

This Memorial Day, we honor the heroes who gave their lives in service to our country. 🇺🇸 We are forever grateful for their sacrifice.

Our office will be closed on Monday, May 25, in observance of the holiday and will reopen Tuesday at 9:00 AM.
We wish you a safe and meaningful holiday with family and friends.

05/22/2026

The Question Financial Advisors Want to Ask Every Future Retiree

What’s the difference between having a portfolio and having a real retirement plan?

In this clip, SHP Financial’s Matthew Peck and Nick Nelson break down why retirement planning goes far beyond investments and how the right advisor can help guide you through taxes, healthcare, legacy planning, and the emotional transition into retirement.

If you want confidence and peace of mind in retirement, it all starts with having a plan.



https://hubs.la/Q04hkW8m0

The Difference Between Having a Plan or Just a Portfolio with Nick NelsonOne of the biggest misconceptions investors hav...
05/20/2026

The Difference Between Having a Plan or Just a Portfolio with Nick Nelson

One of the biggest misconceptions investors have about retirement planning is that a healthy portfolio with large balances guarantees retirement success. But without a comprehensive plan that accounts for the income, taxes, investments, healthcare, and legacy goals, retirees can still face unnecessary risks and uncertainty down the road.

In this episode, SHP co-founder Matthew Peck is joined by SHP’s Vice President of Advisory Solutions, Nick Nelson, to break down the key differences between having a portfolio and having a complete retirement plan. Nick explains why successful retirement planning goes far beyond investment performance and requires coordination across every area of your financial life.

Together, they discuss how income planning serves as the foundation of retirement, why investment strategies must evolve during the distribution phase, and how factors like taxes, inflation, healthcare costs, and legacy planning can impact long-term financial success. They also explain how proactive planning and working with a trusted advisor can help retirees navigate uncertainty with greater confidence and peace of mind.



Available on Apple, Spotify, and every other major podcasting app!

Nick Nelson explains why retirement success goes beyond investing, covering income, taxes, healthcare, and legacy planning.

We’re excited to share that SHP Financial is in the voting round for Cape Cod’s Best – Community’s Choice Awards for 202...
05/20/2026

We’re excited to share that SHP Financial is in the voting round for Cape Cod’s Best – Community’s Choice Awards for 2026! 🙌

From May 15th through May 29th, the community has the chance to participate and support their favorite local businesses—votes can be cast once per day.

We’re proud to be part of such an amazing Cape Cod community and grateful for all the support along the way! 💙

Check it out now!

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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