Wealth Management Firm Serving Boston, MA
Comprehensive Wealth Management for a Confident Retirement
SHP Financial is a wealth management firm serving individuals and families in Boston and throughout Greater Boston. Clients work with our fiduciary advisors through our fully staffed Woburn office just north of the city, or at any of the other SHP locations listed on this page.
Discover Your SHP Wealth Management Road Map
Boston-area professionals often reach retirement with a more complicated financial picture than they expected. Years in healthcare, education, finance, technology, or public service can leave wealth spread across employer retirement plans, pensions, personal investments, and a home that has grown in value. Our wealth management services bring those pieces together into one plan.
As a wealth management company built around retirement planning, we start by listening. We want to understand your goals, whether that means staying in the city, moving closer to family, or splitting your time between two places, and then build a strategy that fits.
Every plan begins with the SHP Retirement Road Map®, a step-by-step process that turns your goals into a clear plan you can follow and adjust over time.
Our Financial Advisors
Our fiduciary advisors work with Greater Boston clients through our Woburn office and our other SHP locations. Get to know the team behind your wealth management plan.
As Seen or Heard On
Our wealth management team has been featured on NBC Boston, ABC, CBS, Kiplinger, NECN, and other regional and national outlets.
Five Pillars of Wealth Management
Wealth Management Serving Boston and Greater Boston
We work with clients throughout Greater Boston, including individuals and families in Boston, Cambridge, Somerville, Brookline, Newton, Watertown, Medford, Malden, and Quincy. Boston-area clients most often meet with us at our Woburn office, with our Braintree meeting location also convenient for those south of the city.
SHP Financial’s fully staffed offices are in Plymouth, Woburn, and Hyannis. We also meet with clients at locations in Marlborough and Braintree. All of our locations are listed below.
Our Nearest Office: Woburn
400 Tradecenter Dr Ste 7810, Woburn, MA 01801
SHP Financial Locations
Plymouth, MA
(Headquarters)
225 Water Street, Building C, Suite C210
Plymouth, MA 02360
Woburn, MA
400 Tradecenter Drive, Suite 7810
Woburn, MA 01801
Hyannis, MA
724 Main Street
Hyannis, MA 02601
Marlborough, MA
(Client Meetings)
11 Apex Dr, Suite 300, Building A
Marlborough, MA 01752
Braintree, MA
(Client Meetings)
25 Braintree Hill Office Park, Suite 200
Braintree, MA 02184
What Can You Expect from SHP?
We stand out as a leader among retirement planning firms serving Boston and Greater Boston in many ways, including:
Fiduciary Commitment
As a fiduciary wealth management firm, we are required to act in your best interest.
Independent Thinking
We are not tied to proprietary products, so our recommendations are based on what makes sense for you.
20+ Years of Experience
SHP Financial has guided Massachusetts families through retirement planning for more than two decades.
Everything in One Plan
Income, investments, taxes, healthcare, and legacy are planned together so the pieces support each other.
Lasting Relationships
We stay by your side as your plan is put into action and as your needs change.
A Plan You Can Follow
The SHP Retirement Road Map® turns complex decisions into clear next steps.
Our Clients' Experiences
All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.
Ready to Put a Wealth Management Plan in Place?
Contact our team to see how the SHP Retirement Road Map® can bring your income, investments, taxes, healthcare, and legacy planning together into one wealth management strategy, with meetings available at our Woburn office and our other locations.
Schedule a Consultation