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Keith W. Ellis, Jr.

SHP Financial Co-Founder

Keith W. Ellis Jr.

Owner / Investment Advisor Representative

Keith_Web_Bio_Photo_New2017In 2003, Keith and his partners co-founded SHP Financial - a financial firm focused on providing independent, unbiased financial planning for retirees and pre-retirees.

Now, for over two decades, Keith Ellis has been helping clients preserve and protect their assets, allowing them to enjoy what they have worked so hard to accumulate throughout their retirement years.

Keith 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, Keith 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, Keith 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®.

Keith is co-host of the popular “SHP Retirement Road Map Radio Show which has been airing for over eight years on various local radio stations including WBZ, WRKO, and WXTK each weekend.

keith-ellis_6_1041876196Keith has also been seen on local network affiliates of NBC, CBS, ABC and FOX, and has been featured in several national publications such as KiplingerForbes, The Wall Street Journal, USA Today and Newsweek.

Keith Ellis is also co-author of the books  "SHP Retirement Road Map: Your Map to Financial Freedom"  and  “Victory:  Winning in Health, Wealth & Success."1

Keith earned his bachelor’s degree from Franklin Pierce University with honors, and currently resides in Sagamore Beach, Massachusetts, with his wife and two boys.  With his busy life, he still devotes time to various charities, including the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute.

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

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

Keith's Latest Media Appearance

August 28, 2017 - Keith Ellis interviewed on NBC Boston News



Request a Free Chapter

Request a free chapter of the book “Victory,” co-authored by Derek Gregoire and Keith Ellis.


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