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.

1006, 2020

Keith Ellis Featured on VB in the Middle

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!

2704, 2020

SHP Financial Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews

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 ...

1604, 2020

Matt Peck’s Latest Article Featured in Kiplinger!

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 ...

2303, 2020

Derek Gregoire Featured on VB in the Middle

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!

402, 2020

Derek Gregoire & David McKnight Featured Interview on VB in the Middle

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!

212, 2019

Joe Anderson Featured on NECN News

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
For the 3rd year in a row, 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.
Boston Business Journal – Fastest Growing Companies In 2021
SHP Financial creates a relaxing environment for its employees by offering chair massages and monthly in-house yoga classes. Employees are offered half-days before holidays and given days off between Memorial Day and Labor Day. Charitable activity is encouraged and employees at the firm volunteer at Habitat for Humanity. Amid the pandemic, employees can work from home and use Zoom meetings. SHP Financial also added air purifiers throughout the office and black lights to sanitize phones.
Boston Business Journal – Fastest Growing Companies In 2021
SHP has been awarded as one of the fastest growing companies in 2021 according to the Boston Business Journal. This award is given to the top 50 fastest-growing private companies in Massachusetts based on a formula and numbers that are then analyzed by the Boston Business Journal.
InvestmentNews – Best Places to Work
SHP was recently voted the #1 Financial Planner by Wicked Local in both Plymouth and Woburn. For 25 years, readers of Wicked Local have been voting for their favorite places, services, and things to do around their communities. We are honored to have been chosen by our neighbors and are pleased to serve our community year after year.
InvestmentNews – Best Places to Work
At SHP, we are proud to be recognized as a 2019 “Best Place to Work” for Financial Advisors by InvestmentNews.
Wicked Local - #1 Financial Planner
SHP was recently voted the #1 Financial Planner by Wicked Local. For 24 years, readers of Wicked Local have been voting for their favorite places, services, and things to do around their communities. We are honored to have been chosen by our neighbors and are pleased to serve our community year after year.
InvestmentNews – Best Places to Work
At SHP, we are proud to be recognized as a 2020 “Best Place to Work” for Financial Advisors by InvestmentNews.