Wealth Management Services in Braintree, MA
Comprehensive Wealth Management for a Confident Retirement
SHP Financial is a wealth management firm serving individuals and families in Braintree and communities across Norfolk County and the South Shore. Our Braintree client meeting location offers a convenient place to sit down with our fiduciary advisors, backed by fully staffed SHP offices in Plymouth, Woburn, and Hyannis.
Discover Your SHP Wealth Management Road Map
Many families around Braintree have spent a lifetime building wealth through steady careers, homeownership, and consistent saving. As retirement gets closer, the questions get bigger: how to turn savings into reliable income, whether to stay in the family home or downsize, and how to pass wealth on.
As a wealth management company focused on retirement, we answer those questions together, not one at a time. Our wealth management services connect your income, investments, taxes, healthcare, and legacy goals into a single plan shaped around your life.
The process starts with the SHP Retirement Road Map®, a step-by-step approach that gives you a clear direction now and a plan you can adjust as things change.
Our Financial Advisors
Our fiduciary advisors meet with South Shore clients at our Braintree meeting location and at our fully staffed offices. Get to know the people who will help guide 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 Braintree and the South Shore
Our Braintree meeting location at 25 Braintree Hill Office Park gives clients throughout Norfolk County and the South Shore an accessible place to meet. We work with individuals and families in Braintree, Quincy, Weymouth, Randolph, Milton, Holbrook, Norwell, Scituate, Cohasset, and Marshfield.
This is a client meeting location. SHP Financial’s fully staffed offices are in Plymouth, Woburn, and Hyannis, and all of our locations are listed below.
Braintree Meeting Location
25 Braintree Hill Office Park, Suite 200, Braintree, MA 02184
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
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 Braintree and the South Shore in many ways, including:
Fiduciary Advice
As a fiduciary wealth management firm, we are required to put your interests first.
Unbiased Recommendations
We are independent and not tied to proprietary products, so our advice is built around your needs.
20+ Years of Experience
SHP Financial has helped Massachusetts families plan for retirement for more than two decades.
A Complete Picture
Your income, investments, taxes, healthcare, and legacy goals are planned together, not in isolation.
Ongoing Support
We stay with you after the plan is built, helping you implement it and adjust as life changes.
A Clear Process
The SHP Retirement Road Map® gives you a straightforward way to see where you stand and what comes next.
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?
Reach out to our team to see how the SHP Retirement Road Map® can turn your savings and goals into a coordinated wealth management plan, with meetings available in Braintree or at any of our offices.
Schedule a Consultation