Not having a retirement plan in place could be a costly mistake. Request a complimentary, no obligation meeting today to discuss your financial future and how a customized Retirement Road Map plan could help set you on a path to achieving the retirement you always dreamed of.
Phone: (866)746-2401 / ask@shpfinancial.com
Phone: (866)746-2401 / ask@shpfinancial.com / Visit Us!

Derek L. Gregoire

Owner/Investment Advisory 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, and 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 portolios 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 Fiducary advisors, click here to read a recent article in USNews.

For 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 sacrafices for him and his sisters, he has learned to appreciate the value of a dollar and the hard work it takes to accumlate 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 NAFA.

For the past 7 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."*

Derek graduated cum laude from the University of Massachusetts at Amherst with a degree in Finance and currently resides in Lakeville, Massachusetts, with his wife and two children. He is 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.

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.

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

Request a Free Chapter

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

Simply fill out your info below to request your copy!


The book “Victory: Winning in Health, Wealth & Success,” co-authored by Derek Gregoire, Keith Ellis and 34 other authors made Amazon.com’s best sellers list on June 27, 2013.”

Because your future and your retirement depends on independent unbiased financial planning
Matthew Peck and Derek Gregoire of SHP Financial are licensed to offer Investment Advisory Services through Global Financial Private Capital, LLC an SEC Registered Investment Advisor. Keith Ellis of SHP Financial is licensed to offer Investment Advisory Services through Eqis Capital Management, Inc., an SEC Registered Investment Advisor. Offices in Woburn, Westborough and Hyannis are offices of convenience and only used for client meetings.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Guide is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.