SHP Financial – Appearances, Articles and Interviews2022-02-08T15:24:30-05:00

SHP IN THE MEDIA

At SHP Financial, we’re honored and humbled to be regularly called upon by members of the media to provide our financial thoughts and opinions on various current news topics. We invite you to explore some of our latest media interviews and appearances below.

PUBLISHED ARTICLES

TELEVISION APPEARANCES

INTERVIEWS

Disclaimer: Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities, Matthew Chapman Peck, CFP®, CIMA®, Derek Louis Gregoire, and Keith Winslow Ellis Jr. are independent licensed insurance agents, and Owners/Partners of an insurance agency, SHP Financial, LLC. In addition, other supervised persons of SHP Wealth Management, LLC. are independent licensed insurance agents of SHP Financial, LLC. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional before investing. Both SHP Wealth Management, LLC. and SHP Financial, LLC. will offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. SHP Financial utilizes third party marketing and public relation firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services.

310, 2023

In Case You Missed the First Episode of Our New Radio Show!

Listen to the first episode of our weekly radio show! Join us every Sunday at 7:30 am on 99.1 WPLM FM for our Retirement Road Map® Radio, where our skilled advisors will share valuable strategies for maximizing your retirement savings, tax-efficient planning, and more. Click Below to Listen! https://shpfinancial.com/SHP%202023%20Radio%20-%20Episode%201%20-%20Introduction%20(10%2001%2023).wav

802, 2022

SHP Financial Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews

InvestmentNews has recognized SHP Financial as a 2022 Best Places to Work for Financial Advisers. SHP Financial was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. “In a year that’s seen so much turmoil in the workplace – from mask mandates and canceled office reopenings to The Great Resignation – InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.” To learn more about the ...

103, 2021

SHP Financial Named a 2021 Best Places to Work for Financial Advisers by InvestmentNews

InvestmentNews has recognized SHP Financial as a 2021 Best Places to Work for Financial Advisers. For the 3rd year in a row, SHP Financial has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews. SHP Financial was chosen again as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. “We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.” To learn more about the InvestmentNews 2021 ...

309, 2020

SHP Financial Listed in the Inc 5000

Inc. Magazine Unveils Its Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000 NEW YORK, August 12, 2020 – Inc. magazine today revealed that SHP Financials’ No. 1,809 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. Not only have the companies on the 2020 Inc. 5000 been very competitive within their markets, but the list as a whole shows staggering growth compared with prior lists as well. The 2020 Inc. 5000 achieved an incredible three-year average growth of over 500 percent, and a median rate ...

THE SHP FINANCIAL RETIREMENT ROAD MAP® PROCESS