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.
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.
Keith Ellis Featured on VB in the Middle
In this segment, Keith discusses all the measures SHP Financial has taken to help protect their clients' health and wealth during these unprecedented times. Click below to listen to the full interview!
SHP Financial Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews
April 27, 2020 – InvestmentNews has recognized SHP Financial as a 2020 Best Places to Work for Financial Advisers. SHP Financial was chosen as one of this year’s top-75 firms based on employer and employee surveys, evaluating company culture, benefits, career paths, and more. “Inspired by the sheltered harbor that drew the Pilgrims to the waters off our flagship office, we strive to provide the comprehensive and unbiased advice that is missing in our industry.” Now in its third year, InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. "We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture," said George Moriarty, InvestmentNews chief content officer. "They are role models to the ...
Matt Peck’s Latest Article Featured in Kiplinger!
Matt’s Latest Article “Is Your Adviser Using Fintech To Better Serve You, or a Larger Roster of Clients?” was recently published in Kiplinger. Matt talks about how the smart use of technology can free up your adviser to do more for you. From enhanced communication to personalized updates and coaching, be sure to get what you're paying for. 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 ...
Derek Gregoire Featured on VB in the Middle
Co-Founder Derek Gregoire talks to VB about how the current market turbulence could affect your retirement and what you can expect in the upcoming months. He explains steps that you can take now to protect what you’ve earned and be better prepared for market changes. Click below to listen to the full interview!
Derek Gregoire & David McKnight Featured Interview on VB in the Middle
Co-Founder Derek Gregoire talks to VB about this new SECURE Act Law and how it might impact someone approaching or already in retirement. Additionally, he brings on guest David McKnight, author of the book "The Power of Zero" to talk about his book and his upcoming appearance at an upcoming SHP workshop. Click to Listen!
Joe Anderson Featured on NECN News
Recently, Joe Anderson was featured on NECN News to discuss his top tips on how to manage your spending during the holiday season. We’re all guilty of going overboard on gifts this time of year and Joe tells us one of the best ways to prevent this is to set a spending limit, make a list and stick to it when doing your shopping. If it’s hard for you to set a spending limit, then try investing into a gift that will last, like a college saving fund. Click below to watch the full clip and learn more of Joe’s holiday shopping tips! Click here to watch Joe's full interview!
InvestmentNews – Best Places to Work In 2022
Boston Business Journal – Fastest Growing Companies In 2021
Boston Business Journal – Fastest Growing Companies In 2021
InvestmentNews – Best Places to Work
InvestmentNews – Best Places to Work
Wicked Local - #1 Financial Planner
InvestmentNews – Best Places to Work