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Derek L. Gregoire

derek-bioOwner/Investment Advisor Representative

In 2003, after receiving a finance degree and working several years in the retirement income planning field, Derek Gregoire co-founded SHP Financial with the mission of providing independent and innovative financial strategies for retirees and pre-retirees, as well as providing customer service that is above and beyond industry expectations.

Derek is insurance licensed, and holds his Series 65 securities license, which allows him to provide financial and investment advice, as well as personally manage investment portfolios as a fiduciary advisor.   As a fiduciary advisor, he is required by law to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. To read more about the unique differences of fiduciary advisors, click here to read a recent article in USNews.

derek-famFor the over two decades, Derek's primary focus has been based on creating customized retirement planning solutions that are geared toward providing clients a retirement income they cannot outlive.* Watching his hard-working parents make sacrifices for him and his sisters, he has learned to appreciate the value of a dollar and the hard work it takes to accumulate your nest egg. He's passionate about helping you plan for your current and future income goals in a financially conservative manner and dedicated to helping preserve and protect what you have worked so hard to build.

Derek was recognized by Boston Magazine as one of their “Top Wealth Advisors” in February 2010. He also is a member of National Association for Fixed Annuities.

For the past seven years, Derek has been host of the popular radio show “Retirement Road Map," which airs on WBZ, WRKO and WXTK. Derek has also been seen on local network affiliates of NBC, CBS, ABC and FOX as a guest on “The Consumer’s Advocate” TV show in 2013, and has been featured in several national publications such as Forbes magazine, The Wall Street Journal, USA Today and Newsweek.

Derek is also co-author of the Book “Victory:  Winning in Health, Wealth & Success." 1

Derek graduated cum laude from the University of Massachusetts at Amherst with a degree in finance.  He is devoted to his Christian faith and currently resides in Lakeville, Massachusetts, with his wife and two children. Derek is also active in the local community - working with organizations such as the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute.

National Interview with Keith and Derek


Derek and Keith being interviewed by Emmy Award-winning director, Nick Nanton, on the "Consumer’s Advocate" TV show, which aired on local network affiliates of NBC, CBS, ABC and FOX.

Click here for Derek's Form ADV Part 2B - SHP Wealth Management

Click here for SHP Wealth Management's ADV Part 2A

To schedule a complimentary, no-obligation consultation to discuss your financial future to see if you are on the right track towards a secure retirement, call us today at 1-800-227-7777.

1*The book “Victory,” co-authored by Derek Gregoire, Keith Ellis and 34 other authors.

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