PLYMOUTH, MA – June 17, 2025 – SHP Financial, a leading retirement and wealth planning firm headquartered in Plymouth, MA, is proud to announce its recognition as one of Inc. magazine’s 2025 Best Places to Work honorees, specifically in the Financial Planning category.
Each year, Inc. celebrates companies that excel in creating exceptional workplace cultures and prioritize the well-being and growth of their employees. SHP Financial earned its place on this year’s list through outstanding employee feedback, a commitment to team development, and a people-first approach to business.
“We are incredibly honored to be recognized by Inc. as one of the Best Places to Work in the Financial Planning category,” said Derek Gregoire, Co-Founder and Partner at SHP Financial. “This award is a reflection of the incredible team we’ve built—people who show up every day ready to support each other and serve our clients with passion and integrity.”
Founded in 2003, SHP Financial strives to be one of the region’s most trusted retirement planning firms, with offices in Plymouth, Woburn, and Hyannis. The company provides clients with comprehensive financial planning services, including retirement income strategies, investment management, tax planning, and insurance solutions.
“Our culture is the backbone of everything we do,” added Matthew Peck, Co-Founder and Partner. “When our team feels valued, supported, and connected to a mission that matters, we’re able to create an even greater impact for the families we serve.”
SHP Financial has consistently invested in its people through leadership development, continuing education, flexible work environments, and a collaborative team atmosphere. Employees regularly highlight the company’s transparency, positive energy, and opportunity for professional growth as key elements of its standout workplace culture.
As SHP Financial continues to expand, its leadership remains focused on sustaining an environment where purpose-driven work and personal development go hand in hand.
For assistance with developing a succession strategy or review of an existing plan, contact a financial advisor at SHP Financial. We’ll start with a complimentary review of your finances and then work toward securing the future of your business and the well-being of those you care about most.
Read the full press release HERE
SHP Financial qualified for this award through voluntary employer/employee nominations.
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The content presented is for informational purposes only and is not intended as offering financial, tax, or legal advice, and should not be considered a solicitation for the purchase or sale of any security. Some of the informational content presented was prepared and provided by tMedia, LLC, while other content presented may be from outside sources believed to be providing accurate information. Regardless of source no representations or warranties as to the completeness or accuracy of any information presented is implied. tMedia, LLC is not affiliated with the Advisor, Advisor’s RIA, Broker-Dealer, or any state or SEC registered investment advisory firm. Before making any decisions you should consult a tax or legal professional to discuss your personal situation.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.
