Derek L. Gregoire
SHP Financial Co-Founder
Derek L. Gregoire
Owner / 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 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 an article in USNews.
Unlike many financial advisors and wire houses who focus soley on investments, Derek has always believed that our clients deserve more. He realizes the critical importance of using all of the available tools and strategies to create the best possible retirement plan for his clients. That's why he and his partners chose to be independent. As an independent wealth advisor, Derek is not limited to what he can offer. He works with his clients to create holistic retirement plans that focus on five key areas of retirement: income planning, investment management, tax optimization planning, health and long-term care planning and estate planning. We call this unique, trademarked planning process the SHP Retirement Road Map®.
Due to his skills, abilities and sound retirement planning strategies, Derek was recognized by Boston Magazine as one of their “Top Wealth Advisors” in February 2010 and was recently nominated for the 2018 SouthCoast Emerging Leader awards.
For the past eight years, Derek has been host of the popular “SHP Retirement Road Map Radio Show," which airs on WBZ, WRKO and WXTK each weekend.
Derek has also been seen on local network affiliates of NBC, CBS, ABC and FOX and has been featured in several national publications such as Kiplinger, Forbes magazine, The Wall Street Journal, USA Today and Newsweek.
Derek is also a published author, having co-wrote the books “SHP Retirement Road Map: Your Map to Financial Freedom" and " Victory: Winning in Health, Wealth & Success." 1
Derek graduated cum laude from the University of Massachusetts at Amherst with a degree in finance. He's 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. He is devoted to his Christian faith, loves playing and watching sports and has a new found love of golf. Derek currently resides in Lakeville, Massachusetts, with his wife and two boys.
Derek's Latest Media Appearance
August 24, 2018 - Derek Gregoire interviewed on
Families are stretching their budgets for youth sports without realizing the strain it’s putting on their retirement. Financial professional Derek Gregoire talked with NBC10 News to share five tips to balance kids’ athletic teams and parents’ retirement dreams.
1*The book “Victory,” co-authored by Derek Gregoire, Keith Ellis and 34 other authors.
Because your future and your retirement depends on independent unbiased financial planning.