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Phone: (866)746-2401 / ask@shpfinancial.com
Phone: (866)746-2401 / ask@shpfinancial.com / Visit Us!

Derek L. Gregoire

Owner/Investment Advisory Representative

Derek Gregoire co-founded SHP Financial in 2003.  As a managing partner with a degree in finance, his primary focus is based on planning solutions that are geared toward providing clients a retirement income they cannot outlive. He is passionate about helping folks plan for their current and future income goals in a financially conservative manner, as many retirees are left with the responsibility of building their own pensions. Derek holds his Series 65 securities license, insurance license and acts as a Fiduciary for his clients.

Derek graduated cum laude from the University of Massachusetts at Amherst 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.

Derek was recognized by Boston Magazine as one of their “Top Wealth Advisors” in February 2010. He is insurance licensed in the state of Massachusetts. He also is a member of NAFA.

Derek is also host of the popular radio show “Retirement Road Map“, which airs on WBZ, WRKO and WXTK. He’s also a regular contributor to the Money Matters Radio and TV network. Derek was also featured in Newsweek, Forbes, USA Today and the Wall Street Journal. Derek was also a guest on The Consumer’s Advocate television show, which aired on NBC, CBS, ABC and FOX network affiliates around the country. Derek is also an accomplished author, having co-written a chapter in the Best-Selling Book “Victory” featuring Tom Hopkins as one of the world’s leading experts in Finance. *

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 set to air on NBC, CBS, ABC and FOX affiliates across the country in the Spring of 2013!

Retirement Planning Experts Keith Ellis and Derek Gregoire are Making a Difference Throughout New England

*The book “Victory,” co-authored by Derek Gregoire, Keith Ellis and 34 other authors, made Amazon.com’s best sellers list on June 27, 2013.

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.

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.