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Phone: (866)746-2401 / ask@shpfinancial.com
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Keith W. Ellis Jr.

Managing Partner

Keith Ellis has been with SHP Financial since 2003 as one of its founders. Keith earned his Bachelor’s degree from Franklin Pierce University with honors. He is one of the managing partners of SHP Financial, and is responsible for helping clients achieve their financial goals by providing them conservative investment solutions as well as many unique alternative investments exclusive to SHP Financial. Keith’s philosophy on retirement is different than the traditional line of thinking.  His conservative solutions have allowed his clients to enjoy what they have worked so hard to accumulate throughout their retirement years.

Keith is a regular co-host on the “Retirement Road Map” radio show airing weekly on WBZ, WRKO, and WXTK. He’s also a leading contributor for the Money Matters radio and television show, and was seen on NBC, CBS, ABC and FOX network affiliates around the country as a guest on “The Consumer’s Advocate” TV show in 2013.  Keith has been featured in several national publications such as Forbes magazine, The Wall Street Journal, USA Today and Newsweek, and has recently co-authored a Best-Selling Book entitled “Victory” featuring Tom Hopkins as one of the world’s leading experts in Finance.*

Keith also works with the Plymouth Council on Aging, Plymouth Area Community Television (PACTV), Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute.  He currently resides in Sagamore Beach, Massachusetts with his wife and and 2 boys.

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.

Click here for Keith'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.

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.