Wealth Management Services in Marlborough, MA
Comprehensive Wealth Management for a Confident Retirement
SHP Financial is a wealth management firm serving Marlborough and the MetroWest region, helping pre-retirees and retirees grow, protect, and organize their wealth. Clients meet with our fiduciary advisors at our Marlborough client meeting location, with fully staffed SHP offices in Plymouth, Woburn, and Hyannis.
Discover Your SHP Wealth Management Road Map
MetroWest is home to many professionals and executives who have spent decades building their careers. By the time retirement is in sight, wealth is often spread across employer retirement plans, deferred compensation, equity awards, and personal investments. As a wealth management company focused on retirement, we bring those pieces together into one coordinated strategy.
Our wealth management services begin with a conversation about your goals, your timeline, and your full financial picture. From there, we recommend a plan built around you, whether you are preparing to leave a senior role or already enjoying retirement.
Every 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 follow and update as your life changes.
Our Financial Advisors
Our fiduciary advisors meet with MetroWest clients at our Marlborough meeting location and at our fully staffed offices. 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 Marlborough and MetroWest
Our Marlborough meeting location at Venture X, 11 Apex Drive, gives clients across MetroWest a convenient place to sit down with their advisor. We work with individuals and families in Marlborough, Framingham, Westborough, Southborough, Northborough, Hudson, Shrewsbury, Grafton, and Hopkinton.
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.
Marlborough Meeting Location
11 Apex Drive, Suite 300, Building A, Marlborough, MA 01752
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
What Can You Expect from SHP?
We stand out as a leader among retirement planning firms serving Marlborough and MetroWest in many ways, including:
A Fiduciary Standard
Our advisors are held to a fiduciary standard, meaning we are required to act in your best interest.
Independent Guidance
We are not tied to proprietary investment products, so our recommendations fit your situation rather than a sales target.
20+ Years of Experience
As a wealth management firm, SHP Financial has guided Massachusetts families through retirement decisions for more than two decades.
One Connected Plan
Income, investments, taxes, healthcare, and legacy planning work together instead of living in separate silos.
A Consistent Team
You work with the same advisors over time, so your plan keeps pace with your life.
A Structured Process
The SHP Retirement Road Map® keeps your wealth management plan organized and easy to revisit 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 team about how the SHP Retirement Road Map® can bring your income, investments, taxes, healthcare, and legacy planning into one coordinated wealth management strategy, and meet with us in Marlborough or at any of our offices.
Schedule a Consultation