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Here's our story. We look forward to hearing yours.

At SHP Financial, our sole focus is YOU.


Who Are We?

Established in 2003, the Principals of SHP Financial joined together to offer independent planning advice and concepts devoted to the conservation of assets and lifetime income.

We know that at the end of the day, people are really looking for financial advisors who care about them. People want financial advisors who will work hard for them, and who will put their interests above their own.  SHP Financial is built upon the foundation of these principles.

We knew that by working hard, with the highest integrity, and demonstrating how much we care, people would become our clients...and they did.

Now, since the three founding partners started out back in 2003, we've grown to a mature firm with 6 offices and a team of 19 employees who all share the same integrity, work ethic, and passion to help our clients as we do.

SHP Financial is not a transactional based firm. We're a relationship based firm.  Our clients are not just people;  they're family. We care deeply about each family we serve. We plan to be by their side for the rest of their lives, managing their wealth so that they can focus on enjoying their retirement years. This is just one of the many reasons why our family of clients continually refer us to their friends and colleagues.

What Does SHP Stand For?

Sheltered Harbor Planning

Every day we welcome our clients to our main office overlooking Plymouth Harbor - a  place where hundreds of years ago the Pilgrims came to the new world. They were seeking freedom:  religious freedom and freedom from tyranny. When they arrived, they sought shelter in Plymouth harbor. They built a life here.

Every day when we look out of our office windows and see the Mayflower – the ship that brought these courageous people to our harbor – we're reminded that the cars pulling into our parking lot are like miniature mayflowers pulling people into our harbor to get help from us.

Our passion is to provide each client with that sheltered harbor for their financial freedom because it’s not about the money. It’s about being able to preserve the aspects of life that makes it so special.

Meet Our Team!

Company Founders

Financial Advisors / Retirement Consultants

Operations Team

Marketing Team

Our Team


Our Mission

With the clients’ best interest as our beacon, we strive to build the foundation for their personal and financial goals; yet, this is only possible with a perfect alignment of company and client. Their gain is our gain. Their loss is our loss. Whether it is the independent and innovative financial strategies or the customer service that is above and beyond industry expectations, when we see the world through our clients’ eyes and our separate goals become one, then we have the opportunity to truly change lives for the better.