Wealth Management Services in Hyannis, MA
Comprehensive Wealth Management for a Confident Retirement
SHP Financial is a Hyannis-based wealth management company serving retirees and pre-retirees across Cape Cod. Our Main Street office brings fiduciary, retirement-focused wealth management to a community with its own set of financial considerations, from seasonal income to vacation and second homes.
Discover Your SHP Retirement Road Map©
Life on Cape Cod often comes with a different financial picture than elsewhere in Massachusetts. Many of our Hyannis clients are weighing a year-round move, managing a vacation property, or balancing retirement income against seasonal costs. Our wealth management services are built around these realities rather than a generic approach.
From our Hyannis office, our advisors take the time to understand your full situation, including your retirement timeline, property, and income sources, before recommending a wealth management strategy. Every plan reflects the life you are building on the Cape, not a one-size-fits-all model.
Your plan starts with the SHP Retirement Road Map®, a step-by-step process that turns wealth management into a clear course of action you can revisit as your life on Cape Cod changes.
Our Financial Advisors
Our Hyannis-based advisors understand the financial rhythms of life on Cape Cod, from year-round residents to those splitting time between the Cape and elsewhere. Get to know the team managing your wealth with care and attention.
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.
SHP Retirement Road Map©
Wealth Management Serving Hyannis and Cape Cod
Our Hyannis office sits on Main Street in the heart of Cape Cod’s commercial center, convenient to residents throughout Barnstable County. We work with clients across Hyannis, Barnstable, Sandwich, Falmouth, Mashpee, Dennis, Yarmouth, Harwich, Chatham, Brewster, and Orleans, as well as clients on Martha’s Vineyard and Nantucket.
As a wealth management firm rooted in the Cape Cod community, we understand the considerations that come with retiring here or planning to, including vacation home ownership, seasonal income, and the cost of living on the Cape.
Hyannis Massachusetts
724 Main Street, Hyannis, MA 02601
What can you expect from SHP?
We stand out as a leader among retirement planning firms serving Quincy and the South Shore in many ways, including:
A Fiduciary Standard
Our Hyannis advisors are held to a fiduciary standard, meaning we are required to act in your best interest at every step.
Independent Guidance
We are not tied to proprietary investment products, so our wealth management recommendations are shaped around your situation, not a sales target.
20+ Years of Experience
SHP Financial has guided Massachusetts families, including many on Cape Cod, through retirement and wealth management decisions for more than two decades.
One Coordinated Plan
Income, investments, taxes, healthcare, and legacy planning are addressed together, so nothing is left as an afterthought.
A Consistent Team
You work with the same advisors over time, so your plan can evolve as your life on the Cape changes.
A Structured Process
The SHP Retirement Road Map® keeps your wealth management plan organized and easy to follow year after year.
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?
Talk with our Hyannis team about how the SHP Retirement Road Map® can bring your income, investments, taxes, healthcare, and legacy planning into one coordinated wealth management strategy built for life on Cape Cod.
Schedule a Consultation